Sas Web Report Studio User Manual

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SAS® Web Report Studio 3.1

User’s Guide

SAS® Documentation

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SAS

Web Report Studio 3.1: User’s Guide. Cary, NC: SAS Institute Inc.

SAS

Web Report Studio 3.1: User’s Guide

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What’s New vii

Overview vii Improved Workﬂow for Reports More Control over Report Creation Improved Scheduling More Control over Formatting Viewed Reports New Filtering Capabilities for Tables, Graphs, and Maps Ability to Distribute Reports via E-mail Ability to Insert Geographical Maps

PART1 Introduction 1

Chapter 1 Introduction to SAS Web Report Studio 3

What Is SAS Web Report Studio? Log On to SAS Web Report Studio Log Off of SAS Web Report Studio About the SAS Web Report Studio User Interface Set SAS Web Report Studio Preferences Integration with Other SAS Reporting Products Get Help on SAS Web Report Studio The Primary SAS Web Report Studio Menus Tasks That Require Authorization About This Documentation

vii

viii

Chapter 2 Understanding the Reporting Elements 13

Overview of the Reporting Elements About Relational and Multidimensional Data Sources About Stored Processes About Graphs

About Group Breaks

About Images 22 About Maps

About Tables 23 About Text Objects

Chapter 3 Understanding the Report Views 27

Overview of the Report Views 27 About the View Report View 27 About the Edit Report View 30

Chapter 4 Understanding the Report Types 33

Overview of the Report Types 33

About Saved Reports 34 About Direct Stored Process Output About Quick Reports

About Manually Refreshed Reports

PART2 Working With Viewed Reports 37

Chapter 5 Viewing Reports and Running Stored Processes 39

Overview of Viewing Reports and Running Stored Processes View a Saved Report Run a Stored Process View a Quick Report Tips for Responding to Prompts Tips for Searching for Reports and Stored Processes

PART

Chapter 6

Overview of Changing Data in a Viewed Report Change the Current Prompt Values Working with Tables Working with Graphs Working with Maps

Changing Data in a Viewed Report 47

Managing the Data Used for Synchronized Report Sections Tips for Filtering and Ranking Tables, Graphs, and Maps Tips for Working with Hidden Data Items

Chapter 7 Changing the Presentation of a Viewed Report 81

Overview of Changing the Presentation of a Viewed Report Working with Tables

Working with Graphs 88 Set Properties for a Map Set or Modify Properties for a Viewed Report

3 Creating and Editing Reports 101

Chapter 8 Creating and Editing Reports 103

Overview of Creating and Editing Reports About the Tools Used to Create and Edit Reports Create a Report

105

Edit a Saved Report 106

103

104

Chapter 9 Obtaining Data for a Report Section 107

Overview of Obtaining Data for a Report Section 107 Managing Standard Data Items 108 Managing Custom Data Items 121 Managing Stored Processes 125

Chapter 10 Designing the Layout of a Report Section 127

Overview of Layout Design 129 Use a Report Template to Design a Layout Managing Headers Managing Footers Managing Group Breaks

130

131

132

Managing the Body Grid of a Layout Managing Tables Managing Graphs Managing Maps Managing Text Objects Managing Images

139

145

149

151

153

Tips for Deﬁning Prompts in Report Linking

130

135

155

Chapter 11

Managing Report Sections Add a New Section to a Report Rename a Report Section Reorder Report Sections Delete a Report Section Navigate Report Sections

Managing Report Sections 157

157

158

PART4 Managing Reports and Report Templates 159

Chapter 12 Managing Reports 161

Overview of Managing Reports Exporting Reports and Report Data Scheduling and Distributing Reports Printing Reports 167 Save a Report Share or Hide a Report

168

169

Organizing Reports 170 Publish a Report to a Publication Channel Rename a Report

172

Copying Reports 173 Deleting Reports 174 Moving Reports 175 Archiving Reports

176

162

164

172

Chapter 13 Managing Report Templates 179

Overview of Managing Report Templates 179 Create a Report Template 179 Delete a Report Template 180 Edit a Report Template 180 Share or Hide a Report Template 181

PART5 Examples 183

Chapter 14 Example: Creating a Report 185

Scenario Overview 185 Creating the Report Next Steps

195

186

PART

Chapter 15

Scenario Overview Link the High-Level Report to the Detailed Report View the Reports

Chapter 16

Example 1: Filtering an Alphanumeric Category in a List Table Example 2: Filtering Measures in a Crosstabulation Table Example 3: Ranking a Bar Chart Based on Multidimensional Data

Example: Linking a High-Level Report to a Detailed Report 197

197

199

Examples: Filtering and Ranking Tables and Graphs 203

203

205

6 Appendixes 213

Appendix 1 Guidelines for Naming Reports, Folders, and Templates 215

Guidelines for Naming Reports, Folders, and Templates

Appendix 2 Data Refresh: Manual vs. Automatic 217

Data Refresh: Manual vs. Automatic

217

Appendix 3 Tips for Using Reports Created with a Previous Version of SAS Web Report Studio 219

Tips for Using Reports Created with a Previous Version of SAS Web Report Studio

215

210

219

Glossary 221

Index 225

What’s New

Overview

New and enhanced features in SAS Web Report Studio include the following:

improved workﬂow for reports

more control over report creation

improved scheduling

more control over formatting viewed reports

new ﬁltering capabilities for tables, graphs, and maps

ability to distribute reports via e-mail

ability to insert geographical maps

vii

Note: You must have permission to use some of the following features. If you have

questions about your authorization, contact your system administrator.

Improved Workﬂow for Reports

The following enhancements were made to the workﬂow:

The new Report Management page enables you to interact with the entire repository of reports. Actions include viewing a list of reports that you have scheduled, and moving, copying, and deleting multiple selected reports.

For existing reports, you can save without having to view the Save As dialog box.

You can maintain an archive for a report. Archived reports are saved in PDF ﬁle format.

More Control over Report Creation

Improved Layout Design

You can exercise more control over layout design by using these new layout features:

viii What’s New

The new drag-and-drop functionality enables you to place objects into the body grid “cells.”

You can merge and split cells in the body grid to position objects exactly where you want them to appear.

You can align objects within cells.

You can add visual elements such as headers, footers, images, and text to report sections that contain a stored process. The visual elements are independent of the stored process output. (Previously, a stored process section could contain only the stored process.)

New Group Break Features

These new group break features enable you to reﬁne your output:

For multidimensional data sources, you can specify group breaks for any level of a hierarchy. For example, if a time hierarchy has the levels Year, Quarter, and Month, you can select any level as a group break level. (Previously, you could only select Year.)

You can include dynamic text with each group break level.

You can add an ascending or descending sort to each group break level.

You can select group breaks based on the number of categories or hierarchies in the report section. For example, if there are six categories in the report section, then you can select up to ﬁve group break levels. (Previously, you could specify a maximum of three group breaks, regardless of the number of categories or hierarchies used in the report section.)

More Flexibility in Deﬁning the Query for a Report Section

Your ability to deﬁne the query that obtains the data for a report section has been

enhanced in the following ways:

For multidimensional data sources that contain a time hierarchy, you can create custom data items that are based on relative time. You can calculate the difference in a selected measure over a previous period or previous year, percentage change of a selected measure over a previous period or previous year, and a selected measure’s cumulative value to the current period.

You can reorder data items after you have selected them for the report section. The order of the data items determines how they are assigned by default in tables, graphs, and maps. (Previously, you could not move data items up or down in the selection list after you selected them.)

You can add more than one stored process to a report section.

You can create a report section that uses both query methods: data items selected from data sources and stored processes.

For categories in relational data sources, you can create prompted section ﬁlters that enable users to query for prompt values.

Improved Scheduling

Report scheduling has been enhanced in the following ways:

A new Schedule Report Wizard makes it easier for you to specify scheduling options.

You can schedule stored processes and reports that use stored processes. (Previously, you could only schedule reports that exclusively used data items from a data source.)

You can schedule an entire folder of reports.

You can specify prompt values for reports and stored processes that have prompts.

More Control over Formatting Viewed Reports

When you are viewing a report, this additional functionality is available:

You can resize individual table columns by using your mouse.

You can resize graphs and maps by using your mouse.

You can modify table, graph, and map properties. (Previously, properties could be changed only when editing or creating reports.)

New Filtering Capabilities for Tables, Graphs, and Maps

Your ability to ﬁlter tables, graphs, and maps has been improved in the following

ways:

For tables, graphs, and maps, you can ﬁlter on relative time periods. For example, create a ﬁlter to see values based on a purchase date as of yesterday.

Data items that are assigned to the hidden function in tables, graphs, and maps can be included in ﬁlters for those objects.

What’s New ix

Ability to Distribute Reports via E-mail

A new Distribute Report Wizard enables you to distribute reports via e-mail as a PDF attachment or embedded HTML. Reports with group breaks can be distributed to targeted recipients based on the breaks. For example, you have a sales report with group breaks on regions. Each sales manager in the recipient list could receive information on just his or her respective region.

Ability to Insert Geographical Maps

If geographic mapping is enabled for a multidimensional data source that is used in a report section, you can insert a map object into the layout of a report. This means that queries can consider spatial proximity as part of the analysis.

x What’s New

PART

Introduction

Chapter 1..........

Chapter 2..........

Chapter 3..........

Chapter 4..........

Introduction to SAS Web Report Studio

Understanding the Reporting Elements

Understanding the Report Views

Understanding the Report Types 33

CHAPTER

Introduction to SAS Web Report Studio

What Is SAS Web Report Studio?

Overview Report Creation Tasks Report Presentation Tasks

Report Management Tasks Log On to SAS Web Report Studio 5 Log Off of SAS Web Report Studio About the SAS Web Report Studio User Interface Set SAS Web Report Studio Preferences Integration with Other SAS Reporting Products Get Help on SAS Web Report Studio The Primary SAS Web Report Studio Menus

Report Menu 8

Help Menu 9

How Do I? Menu 10 Tasks That Require Authorization 10 About This Documentation 10

What Is SAS Web Report Studio?

Overview

As one of the business intelligence components of the SAS Intelligence Platform, SAS Web Report Studio enables you to view, create, and share Web-based reports. The reports, which obtain their data from data sources that are specially prepared for use by nontechnical report builders, provide access to the analytical power of SAS without requiring that you understand database complexity or have programming knowledge.

Report Creation Tasks

Here are the major tasks that you can perform:

create reports that contain data obtained from relational tables and cubes

create reports that contain multiple sections, each using different data

use a wizard to create simple, one-section reports that contain one table and one graph

4 Report Presentation Tasks Chapter 1

create automatically or manually refreshed reports

specify that tables, graphs, and maps are synchronized or independent

generate quick reports simply by selecting a data source

create report templates that contain layout information

for multidimensional data sources, specify a group break at any level of a hierarchy

for multidimensional data sources, create time-based measures

render data in any of six different graph types: bar charts, bar-line charts, line

graphs, pie charts, progressive bar charts, and scatter plots

render data in two different table types: list and crosstabulation

render multidimensional data that is enabled for geographic mapping in a map

link text, images, group break values, table values, and graph values to a report or

to a Web page

add images and formatted text to reports

ﬁlter relational data in a report section, including creating ﬁlters that prompt

users for values

Report Presentation Tasks

Here are the major tasks that you can perform:

ﬁlter and rank data in a table, graph, or map, including ﬁltering on relative time

periods in tables and graphs

drill and expand tables, graphs, and maps

highlight table and graph values that meet speciﬁed conditions

sort tables and graphs

change data selections for tables, graphs, and maps

change the properties of tables, graphs, and maps

add percent of total calculations to tables based on relational data sources

show or hide totals in tables

Report Management Tasks

Here are the major tasks that you can perform:

schedule reports

distribute reports via e-mail as a PDF attachment or embedded HTML

copy reports

move reports

save reports as PDF ﬁles

save multiple versions of reports

save reports to publication channels

print reports (after displaying them as PDF ﬁles)

export formatted table, graph, and map data to Microsoft Excel

export an entire report to a zipped ﬁle whose contents can be opened in Microsoft

Excel or a Web browser

share saved reports or keep them private

Introduction to SAS Web Report Studio About the SAS Web Report Studio User Interface 5

Log On to SAS Web Report Studio

To access SAS Web Report Studio, complete these steps:

To display the SAS Web Report Studio logon window, click on the URL that is supplied by your system administrator. For example, you might click

server01.na.abc.com:8080/SASWebReportStudio/

To log on, complete these steps:

Type your

Click Log On The Welcome to SAS Web Report Studio window is displayed (see “About the

SAS Web Report Studio User Interface” on page 5).

Note: Your password is case sensitive. Your user name might or might not be case sensitive, depending on the operating system that is used to host the Web application server. If you need assistance, contact your system administrator.

User name Password.

http://

Log Off of SAS Web Report Studio

To log off of SAS Web Report Studio, click user interface.

Note: If there is no activity for 30 minutes, SAS Web Report Studio automatically logs you off. Thirty minutes of inactivity is the default setting. Your system administrator can change this value.

Log Off

About the SAS Web Report Studio User Interface

When you log on to SAS Web Report Studio, you see the following Welcome to SAS Web Report Studio window.

in the upper right corner of the

6 Set SAS Web Report Studio Preferences Chapter 1

Display 1.1 The Main Features of SAS Web Report Studio That Are Available When You First Log On

1 2 3 4

1 Click Manage to access the Report Management page. The Report Management

page enables you to interact with the entire repository of reports. Actions include

viewing a list of reports that you have scheduled, and moving, copying, and

deleting multiple selected reports.

2 Click Preferences to personalize your use of SAS Web Report Studio (see “Set

SAS Web Report Studio Preferences” on page 6).

3 Click Log Off to exit SAS Web Report Studio. 4 Select the Help menu to get help on using SAS Web Report Studio (see “Get Help

on SAS Web Report Studio” on page 8).

5 Select the Report menu to access task options such as Quick Report and New

Using Wizard

6 Select the How Do I? menu to see a Help topic that relates to the currently active

feature.

7 Click Report > New to create a new report by using the Edit Report view (see

“About the Edit Report View” on page 30).

8 Click Report > Open to open an existing report or a stored process in the View

Report view (see “View a Saved Report” on page 39 and “Run a Stored Process” on

page 42).

Set SAS Web Report Studio Preferences

To set preferences for new reports, complete these steps:

Note: Changes in the Preferences dialog box do not affect existing reports.

1 Click Preferences in the upper right corner of the user interface to open the

Preferences dialog box.

Introduction to SAS Web Report Studio Integration with Other SAS Reporting Products 7

2 On the General

Specify the folder that you want to dialog box or the Report Management page. If you choose

My folders

b Specify the folder that you want selected by default in the Save As dialog box

when you

Specify your default

tab, complete these steps:

, then select the folder.

Save a new report.

Save reports as

Open

by default when you access the Open

Shared folders

preference. You can change your

preference for speciﬁc reports when you save them.

Note: For information about the save options, see “Data Refresh: Manual vs. Automatic” on page 217.

On the

Report Creation

Select the

Data source

tab, complete these steps:

that you want selected by default for all new reports

that you create.

b Select the default

Report style

for creating new reports. The style that you select affects the color and font text of report objects such as tables and graphs. The three styles that are shipped with SAS Web Report Studio are default),

Festival, and

Meadow.

Seaside

Note: You also can use the Report Properties dialog box to change the style of a viewed report. For more information, see “Set or Modify Properties for a Viewed Report” on page 99.

For the Report header

and Report footer, select one or both of the following

options:

(the

Banner

Select the name of the image that you want to include in the header or footer

of the new reports that you create. The list contains images that have been

prepared for you by your system administrator. If you do not want to include

an image in the header or footer of your reports, then select

system administrator did not make any images available, then

only choice for

Text

Banner.)

Type the text that you want to include in the header or footer of the new

reports that you create.

When you are done, click

OK.

Note: To restore the ﬁelds of the current tab to their default settings, click

Defaults

Integration with Other SAS Reporting Products

SAS Web Report Studio enables you to view reports that are created by using a variety of other SAS products, including SAS Web OLAP Viewer for Java and SAS Enterprise Guide. Some reports can be edited as if they had been created in SAS Web Report Studio; other reports might support only some or no editing features.

This documentation focuses on tasks that you can perform on reports that were created by using SAS Web Report Studio.

None. (If your

None

is your

Reset

8 Get Help on SAS Web Report Studio Chapter 1

Get Help on SAS Web Report Studio

There are three ways to access Help from within SAS Web Report Studio:

Select

Help [Help option]

. Your Help options include viewing the table of contents, viewing the index for the product Help, and accessing the SAS Technical Support Web page.

Select

How Do I?

[topic]. This menu includes a list of Help topics that are

related to the currently active feature.

Help

Click the

button, which is available from any SAS Web Report Studio dialog

box and wizard page.

The Primary SAS Web Report Studio Menus

Report Menu

The Report

menu is available except when the Report Wizard and Report

Management page are active. These are the options:

New

opens the Edit Report view so that you can begin creating a new report.

New Using Wizard

launches the Report Wizard. You can use the Report Wizard to create a one-section report with one table and one graph.

New From Template

enables you to select a template to use as the basis for a new report. All sections in the template will be used.

Open

opens the Open dialog box. From the Open dialog box, you can perform tasks such as viewing, copying, and moving reports, running stored processes, and creating folders.

Quick Report

enables you to display a default view of a selected data source in one crosstabulation table and one bar chart. You can save the display as a report.

Save

saves the currently displayed report without prompting. If the currently displayed report exists, then

Save overwrites the report. If the currently displayed report

has not previously been saved, then the Save As dialog box opens.

Save As

opens the Save As dialog box, where you can enter information for a new report, change information for an existing report, save a report to a publication channel, or save a report as a template.

Export

exports the contents of the currently open report as a zipped ﬁle whose contents can be opened in a Microsoft Excel spreadsheet or a Web browser.

Introduction to SAS Web Report Studio Help Menu 9

Schedule

launches the Schedule Report Wizard. The Schedule Report Wizard enables you to schedule a time for the currently displayed report or stored process output to be pre-generated.

Note: The scheduling feature is not available if a scheduling server is not

available or if you do not have authorization to schedule reports.

Distribute

launches the Distribute Report Wizard. The Distribute Report Wizard enables you to schedule a time for the currently displayed report to be distributed via e-mail as a PDF attachment or embedded HTML. (The output is external only; it is not saved to the report repository.)

Note: The distribution feature is not available if a scheduling server is not

available or if you do not have authorization to distribute reports.

Page Setup

enables you to set defaults for printing options such as margins.

displays the current report as a PDF ﬁle that you can print.

Report Properties

enables you to set or modify report properties such as description, keywords, report style, and display of ﬁlter information.

(the last four recently viewed reports and stored processes)

displays your selection in the View Report view.

Help Menu

The

Help menu is always available. These are the options:

Contents

displays the table of contents for the Help system.

Index

displays the index for the Help system.

Using this Window

displays a Help topic that is speciﬁc to the currently active feature.

Technical Support

displays the SAS Technical Support Resources Web page.

Submit Feedback

displays the SAS Technical Support Web page for providing feedback about SAS software or services.

SAS Home

displays the SAS corporate home page.

View Log

displays a log about the results of running the currently displayed stored process(es).

About SAS Web Report Studio

displays copyright and other information about SAS Web Report Studio.

10 How Do I? Menu Chapter 1

How Do I? Menu

The How Do I?

menu is always available. This menu lists Help topics that explain

tasks that are applicable to the currently active feature.

Tasks That Require Authorization

You must have authorization in order to perform the following tasks:

Access the Edit Report view.

You need access to the Edit Report view in order to perform tasks such as creating new reports and making report modiﬁcations such as changing the query method, and adding or removing headers, footers, group breaks, and objects.

Copy reports.

Delete folders.

Delete reports.

Move reports.

Open quick reports.

Publish reports to publication channels.

Rename folders.

Rename reports.

Save modiﬁcations to viewed reports such as ﬁltering, sorting, and conditional highlighting.

Save archived copies of reports.

Save viewed reports as templates.

Use a report template to create new reports.

Use the Distribute Report Wizard to distribute reports via e-mail as a PDF attachment or embedded HTML.

Use the Report Wizard to create new reports.

Use the Schedule Report Wizard to schedule reports to be pre-generated.

If you have questions about your authorization, contact your system administrator.

About This Documentation

This documentation is written for the following audiences:

persons responsible for designing and creating Web-based reports for their enterprise

persons responsible for analyzing report data and making decisions based on that data

Some report tasks require speciﬁc authorization (see “Tasks That Require Authorization” on page 10); however, everyone can view saved reports and run stored processes.

Note: Report content depends on your authorization. Your data source administrator determines what data you are authorized to view.

Introduction to SAS Web Report Studio About This Documentation 11

This documentation contains the following information:

Documentation Part Content

Introduction instructions for logging on and off, and setting

preferences; explanations of the primary menus, the SAS Web Report Studio interface, the reporting elements, the report views, and the report types

Working with Viewed Reports instructions for viewing saved reports, stored

processes, and quick reports, and making changes to viewed reports such as ﬁltering, highlighting, sorting, and showing or hiding totals; tips for ﬁltering and ranking tables, graphs, and maps

Creating and Editing Reports

Managing Reports and Report Templates instructions for saving reports, organizing

Examples step-by step examples for creating a new report,

explanations of the report building tools; instructions for obtaining data and designing the layout of a report section; tips for creating section ﬁlters and for deﬁning prompts for report linking; instructions for adding, deleting, renaming, and reordering report sections

reports, scheduling reports

reports

, printing reports, renaming reports,

, distributing

exporting reports, and creating and saving templates

for linking a high-level report to a more detailed report, and for ﬁltering and ranking

Appendixes an explanation of what it means to save reports

as manually or automatically refreshed; guidelines for naming; tips for using reports created with a previous version of SAS Web Report Studio; a glossary

1 This documentation does not explain how to use the Schedule Report Wizard. For information

about using the Schedule Report Wizard, click

Help in any wizard page.

2 This documentation does not explain how to use the Distribute Report Wizard. For information

about using the Distribute Report Wizard, click

Help in any wizard page.

3 This documentation does not explain how to use the Report Wizard. For information about using

the Report Wizard, click

Help in any wizard page.

CHAPTER

Understanding the Reporting Elements

Overview of the Reporting Elements

About Relational and Multidimensional Data Sources

About Standard Data Items

About Custom Data Items About Stored Processes About Graphs 17

About Bar Charts 17

About Bar-Line Charts

About Line Graphs

About Pie Charts

About Progressive Bar Charts

About Scatter Plots About Group Breaks 22 About Images 22 About Maps 22 About Tables 23

About Crosstabulation Tables 23

About List Tables 25 About Text Objects 25

Overview of the Reporting Elements

Reports can include the following elements:

Data

The data in a report section is the result of a query (a set of instructions) sent to a

source of data such as a relational table or a cube. Each section of a report can use

one or both of these query methods:

Data items from

data sources

Stored processes You also can submit a query by selecting one or more stored

One way to deﬁne a query is to select data items from a relational or multidimensional data source that has been prepared especially for use by SAS Web Report Studio report builders. If you use this method, you can reﬁne the query by performing tasks such as creating ﬁlters, combining ﬁlters, and changing data formats. Task availability depends on the type of data source.

processes. A stored process is saved SAS code that deﬁnes a query that can include ﬁltering, formatting, sorting, and layout information. You cannot modify the query from within SAS

14 About Relational and Multidimensional Data Sources Chapter 2

Web Report Studio; however, you can perform some layout design such as adding images, headers, and footers that are independent of the stored process output.

Graphs

If you are using a relational or multidimensional data source, you can include six different types of graphs in the layout of a report section: bar charts, bar-line charts, line graphs, pie charts, progressive bar charts, and scatter plots.

Group Breaks

If you are using a relational or multidimensional data source, group breaks enable you to divide report sections by distinct category or hierarchy level values.

Images

You can include images from a repository or from a local directory.

Maps

If you are using a multidimensional data source that has geographic mapping enabled, you can include a map in the report section. Maps enable you to consider spatial proximity as part of the analysis.

Tables

If you are using a relational or multidimensional data source, you can include two different types of tables in the layout of a report section: list and crosstabulation. Relational data can be displayed in either a list table or crosstabulation table. Multidimensional data must be displayed in a crosstabulation table.

Text Objects

You can include text in the layout of a report section.

This chapter provides additional information about each element.

About Relational and Multidimensional Data Sources

The data in a report section is the result of a query sent to a source of data such as a

relational table or a cube. One way to deﬁne the query is to select data items from a relational or multidimensional data source.

These data sources are a collection of data items and ﬁlters that hide the technical

complexity of databases while providing a business-relevant view of your company’s data. They are created by a data source administrator for use by report builders. For example, you might have a data source named Order Information that includes several data items, including Order ID, Product ID, Order Date, and Order Amount.

There are two types of data sources: relational (two-dimensional) and

multidimensional. The following table provides comparison of the functionality that might be available when building reports that are based on the two types of data sources. The data source administrator determines whether a particular data item can be ﬁltered, ranked, sorted, drilled, or expanded.

Understanding the Reporting Elements About Standard Data Items 15

Table 2.1 Functionality That Might Be Available for Each Type of Data Source

Feature Relational Data

Source

Filtering category values in a report section

Filtering and ranking data in tables, graphs, and maps

Creating prompted report section ﬁlters

Sorting in tables and graphs

Modifying detail and aggregation settings

Rendering in a list table yes no

Rendering in a crosstabulation table

Rendering in a map no yes The data source must be enabled

yes no

yes yes

yes no

yes yes

yes no For multidimensional data, records

yes yes In a report section that is based on

Multidimensional Data Source

Comments

are always grouped and the aggregation method of a measure cannot be changed.

a multidimensional data source, crosstabulation tables might provide the ability to drill down into the data or to expand the data.

for geographic mapping.

Creating custom data items

Viewing detail data no yes A data source administrator must

yes yes

enable the data source to support this feature.

About Standard Data Items

Each data source includes one or more standard data items. You decide which data items to use to deﬁne a query for a report section. You can use all the data items in the data source or just a subset of data items.

The following table lists the types of standard data items, which data sources can contain them, and a description of each type.

16 About Custom Data Items Chapter 2

Table 2.2 Standard Data Item Descriptions

Data Source

Type Icon Relational Multidimensional

Category Yes Yes A data item whose distinct values are used to group

and aggregate measures. There are four types of categories: alphanumeric, date (MM/DD/YYYY), timestamp (MM/DD/YYY HH:mm:ss), and time (HS:mm.ss). Alphanumeric categories can be made up of all letters, all numbers, Examples of alphanumeric categories include data items such as Product ID, Country, Employee Number, and Employee Name. Date, timestamp, and time category examples are Order Year, Date of Sale, and Delivery Time.

Measure

and

Yes Yes A data item whose values can be used in computations.

Usually these values are numeric. Examples of measures include Sales Revenue, Units Sold, and Salary.

The default format of a measure is speciﬁed by the data source that contains it. You can modify the format of some measures.

Every measure has a default aggregation method, which is speciﬁed by the data source that contains it. In some cases, you can change the method. However, if you use a measure as part of a custom data item, then each value of the measure is always calculated by using the default aggregation method.

Description

or a combination of the two.

Hierarchy

No Yes An arrangement of the levels in a dimension from

general to speciﬁc. The ﬁrst level in the hierarchy is the root level.

For example, a commonly used hierarchy is Time. Such a hierarchy enables a report user to look at data for each Year (the root level), drill down to see the data for each Quarter (second level) in a speciﬁc year, and then drill down to see the data for the three Months (third level) that make up a particular quarter.

1 Categories that have values that are all numbers might be classiﬁed as character or numeric data types. The

data type affects how values are handled in relation to some functionality such as ﬁltering and formatting.

2 The

icon represents a measure that is a calculation.

For information about how to use standard data items in a report, see “Managing

Standard Data Items” on page 108.

About Custom Data Items

There are two types of custom data items that you can create:

You can use one or more measures in a selected data source to show data that is

based on data from other measures in the data source. For example, you could

create a custom data item called Proﬁt, which is created by using this expression:

[Revenue]-[Cost] where Revenue and Cost are measures in a data source. You

Understanding the Reporting Elements About Bar Charts 17

also could create this expression: [Total_Retail_Price] / 1000000 Total_Retail_Price is the measure divided by 1 million.

If you are using data items from a multidimensional data source with a time hierarchy, then you can create a custom data item that is based on relative time. You can calculate the difference in a selected measure over a previous period or previous year, percentage change of a selected measure over a previous period or previous year, and a selected measure’s cumulative value to the current period. (The cumulative function starts over with each calendar year.) For example, you might create these expressions:

year[Revenue]

Measures used in a custom data item expression are always calculated by using the default aggregation method. (Within SAS Web Report Studio, it is not possible to produce a detailed calculation.)

For information about how to use custom data items in a report, see “Managing Custom Data Items” on page 121.

About Stored Processes

The data in a report section is the result of a query sent to a source of data such as a relational table or a cube. One way to submit the query is to use a stored process.

A stored process is a SAS program that is stored in a central location and which can be executed as requested by client applications. A stored process is created by a data source administrator to provide a way for you to include the results of SAS code in your reports. Some stored processes require that the user answer prompts before their output is rendered.

You cannot modify a stored process query from within SAS Web Report Studio. You also cannot edit the output of a stored process shown in the View Report view. However, in the Edit Report view, you can perform some layout design tasks, such as adding images, headers, and footers that are independent of the stored process output.

Percent change over previous

Cumulative[COST_N].

where

Note: Stored process reports that were created by using SAS Enterprise Guide do not support any layout design. However, you can rename and delete sections (see Chapter 11, “Managing Report Sections,” on page 157).

For information about how to include a stored process in a report section, see “Managing Stored Processes” on page 125.

For information about how to run a stored process directly without ﬁrst inserting it into a report section, see “Run a Stored Process” on page 42.

About Graphs

About Bar Charts

A bar chart consists of a grid and some vertical or horizontal columns (bars). Each column represents quantitative data. Bar charts are applicable when you are using data items selected from relational or multidimensional data sources.

18 About Bar-Line Charts Chapter 2

Display 2.1 A Bar Chart That Is Based on Relational Data

For information about how to use a bar chart in a report, see “Managing Graphs” on

page 145.

For information about how to make changes to a viewed bar chart, see Chapter 6,

“Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About Bar-Line Charts

A bar-line chart is a bar chart with an overlaid line graph. Bar-line charts are

applicable when you are using data items selected from relational or multidimensional data sources.

Display 2.2 A Bar-Line Chart That Is Based on Relational Data

Understanding the Reporting Elements About Pie Charts 19

For information about how to use a bar-line chart in a report, see “Managing Graphs” on page 145.

For information about how to make changes to a viewed bar-line chart, see Chapter 6, “Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About Line Graphs

A line graph shows the relationship of one variable to another, often as movements or trends in the data over a period of time. Line graphs summarize source data and typically are used to chart response values against discrete categorical values. Line graphs are applicable when you are using data items selected from relational or multidimensional data sources.

Display 2.3 A Line Graph That Is Based on Multidimensional Data

For information about how to use a line graph in a report, see “Managing Graphs” on page 145.

For information about how to make changes to a viewed line graph, see Chapter 6, “Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About Pie Charts

A pie chart is a circular chart that is divided into slices by radial lines. Each slice represents the relative contribution of each part to the whole. Pie charts are applicable when you are using data items selected from relational or multidimensional data sources.

20 About Progressive Bar Charts Chapter 2

Display 2.4 A Pie Chart That Is Based on Multidimensional Data

For information about how to use a pie chart in a report, see “Managing Graphs” on

page 145.

For information about how to make changes to a viewed pie chart, see Chapter 6,

“Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About Progressive Bar Charts

A progressive bar chart shows how the initial value of a measure increases or

decreases during a series of operations or transactions. The ﬁrst bar begins at the initial value, and each subsequent bar begins where the previous bar ends. The length and direction of a bar indicates the magnitude and type (positive or negative, for example) of the operation or transaction. The resulting chart is a stepped cascade that shows how the transactions or operations lead to the ﬁnal value of the measure. Progressive bar charts are applicable when you are using data items selected from relational or multidimensional data sources.

Understanding the Reporting Elements About Scatter Plots 21

Display 2.5 A Progressive Bar Chart That Is Based on Relational Data

For information about how to use a progressive bar chart in a report, see “Managing Graphs” on page 145.

For information about how to make changes to a viewed progressive bar chart, see Chapter 6, “Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About Scatter Plots

A scatter plot is a two-dimensional plot that shows the joint variation of two data items. In a scatter plot, each marker (represented by dots, squares, and plus signs) represents an observation. The marker position indicates the value for each observation. Scatter plots are applicable when you are using data items selected from relational or multidimensional data sources.

Display 2.6 A Scatter Plot that Is Based on Multidimensional Data

For information about how to use a scatter plot in a report, see “Managing Graphs” on page 145.

22 About Group Breaks Chapter 2

For information about how to make changes to a viewed scatter plot, see Chapter 6,

“Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About Group Breaks

Each report section can be divided by one or more group breaks. Each group break is

based on a category or hierarchy level, and causes the data to be grouped for each distinct value of that category or hierarchy level. Group breaks are applicable when you are using data items selected from a data source.

Here are some group break features:

You can include a measure value with each group break level.

You can sort each level in ascending or descending order.

If you select a page break to go with each group break, the report displays a table

of contents for navigation.

You can link group break values to a report or to a Web page.

Reports with group breaks can be distributed to targeted recipients based on the

breaks. For example, you have a sales report with group breaks on regions. Each

sales manager in the recipient list could receive information on just his or her

respective region.

For information about how to specify group breaks in a report, see “Managing Group

Breaks” on page 132.

About Images

You can insert images from a repository or from your local machine. If you select an

image from your local machine, it is saved to the repository.

Note: If you are authorized to save reports, you should be able to save images to the

repository. If you cannot save images, contact your system administrator.

You can add tool-tip text to an image and link the image to another report or to a

Web page.

For information about how to use an image in a report, see “Managing Images” on

page 153.

About Maps

A geographic information system (GIS) is a tool for organizing and analyzing data

that can be referenced spatially, that is, data that can be tied to physical locations. Many types of data have a spatial aspect, including demographics, marketing surveys, and customer addresses. A GIS helps you analyze your data in the context of location.

For example, if you need to evaluate population data for census tracts, you could

view the information in a table. However, it would be easier and more effective to view the information in the context of the geography of the tracts. When viewing information that has a spatial component, you might ﬁnd it easier to recognize relationships and trends in your data if you view the information in a spatial context.

Understanding the Reporting Elements About Crosstabulation Tables 23

If you are using a multidimensional data source that is enabled for geographic mapping, then you can insert a map object into the report layout. This means queries can consider spatial proximity as part of the analysis.

Display 2.7 A Map Based on a Geography Hierarchy That Contains U.S. Data

For information about how to use a map in a report, see “Managing Maps” on page

149.

For information about how to make changes to a viewed map, see Chapter 6, “Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About Tables

About Crosstabulation Tables

the intersections of two or more categories. In a crosstabulation table, categories are displayed on both the columns and the rows, and each cell value represents the data result from the intersection of the categories on the speciﬁc row and column. Crosstabulation table are applicable when you are using data items selected from a relational or multidimensional data source.

A crosstabulation table shows frequency distributions or other aggregate statistics for

24 About Crosstabulation Tables Chapter 2

Display 2.8 A Crosstabulation Table That Is Based on Relational Data

Display 2.9 A Crosstabulation Table That Is Based on Multidimensional Data

For crosstabulation tables that are based on multidimensional data sources, the

hierarchy level names are displayed in the table, rather than the hierarchy names. In Display 2.9 on page 24,

YEAR is a level in a Time hierarchy and REGION is a level in a

Geography hierarchy.

Understanding the Reporting Elements About Text Objects 25

For information about using a crosstabulation table in a report, see “Managing Tables” on page 139.

For information about how to make changes to a viewed crosstabulation table, see Chapter 6, “Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About List Tables

A list table is a two-dimensional representation of data, in which the data values are arranged in unlabeled rows and labeled columns. List tables are applicable when you are using data items selected from a relational data source.

Display 2.10 A List Table

For information about using a list table in a report, see “Managing Tables” on page

139.

For information about how to make changes to a viewed list table, see Chapter 6, “Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

About Text Objects

Text objects can be used to display static text, dynamic prompt values, and measure values. You can also link selected text to another report or to a Web page.

For information about how to use text in a report, see “Managing Text Objects” on page 151.

CHAPTER

Understanding the Report Views

Overview of the Report Views About the View Report View

What Users Can Do in the View Report View The View Report View Interface How to Access the View Report View

About the Edit Report View 30

What Users Can Do in the Edit Report View The Edit Report View Interface How to Access the Edit Report View

Overview of the Report Views

SAS Web Report Studio displays reports in two different views:

View Report View

This is the view that all SAS Web Report Studio users can see. The View Report view displays the output of a saved report or a stored process. Users who are authorized to create and edit reports also can use the View Report view to open a quick report and to preview new, unsaved reports.

Edit Report View

This is the view that enables report creators to deﬁne the query that will supply the data for the report and to design the layout of the report, including placing objects such as tables, graphs, maps, and images. The Edit Report view is also used to make certain changes to existing reports such as adding new sections.

This chapter provides more details about each view.

About the View Report View

What Users Can Do in the View Report View

All SAS Web Report Studio users can display their own reports, shared reports, and stored process output in the View Report view. If the report is based on a relational or multidimensional data source, then users also can make changes to the default report view. For example, users can perform these tasks:

28 The View Report View Interface Chapter 3

show or hide totals in tables

drill and expand tables, graphs, and maps

add percent of total columns to tables

ﬁlter and rank tables, graphs, and maps

add or modify conditional highlighting

sort

move columns and rows in tables

change table, graph, and map properties such as size and color

Authorized users can save their modiﬁcations. Otherwise, the modiﬁcations are

removed when they exit the report. For information about how to make changes to a viewed report, see Chapter 6, “Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

Authorized users also can perform these tasks from the View Report view:

save stored process output as a new report.

open a quick report and save it as a new report.

display the viewed report in the Edit Report view. (From the Edit Report view,

users can save changes to the viewed report or use the viewed report as the basis

for a new report.)

Note: If you have questions about your authorization, contact your system

administrator.

The View Report View Interface

Depending on how the report creator designed the report, the View Report view

might contain the following items:

a header

one or more tables

one or more graphs

one or more images

a map

text

a footer

a data pane (for reports that contain synchronized objects, which includes quick

reports)

a table of contents (for reports with separate pages for group breaks)

Here is an example of a report displayed in the View Report view. The report

contains query results from a multidimensional data source. The main features of this speciﬁc report and the View Report view interface are identiﬁed.

Understanding the Report Views The View Report View Interface 29

Display 3.1 The View Report View with a Header, a Crosstabulation Table, and a Bar-Line Chart

1 2

1 Select the Report menu to access task options such as Export and Print.

2 Authorized users can click Edit Report to open the viewed report in the Edit

Report view.

3 View Report is bold when the View Report view is active.

4 Select the How Do I? menu to see a list of Help topics that relate to the View

Report view.

5 Click Refresh Data to re-generate the report section query and see the most

current results.

30 How to Access the View Report View Chapter 3

6 A header that contains some dynamic text about when the report data was last

refreshed.

7 The table toolbar, which provides access to a variety of tasks such as setting table

properties, viewing table information, ﬁltering, and conditional highlighting.

A crosstabulation table. For more information, see “About Crosstabulation Tables”

on page 23.

The graph toolbar, which provides access to a variety of tasks such as setting graph

properties, viewing graph information, ﬁltering, and conditional highlighting.

A bar-line chart. For more information, see “About Bar-Line Charts” on page 18.

If the tables, graphs, and maps in the report do not contain a toolbar, or if users

cannot interact with the report objects, then one of these conditions is probably true:

the report needs to be refreshed

the table, graph, or map was generated from a stored process

the report was created in a SAS reporting application that does not support all

editing features

How to Access the View Report View

There are ﬁve ways to access the View Report view:

Select

Report Open to display the Open dialog box, then select the name of the

report or stored process.

Select one of the last four opened reports or stored processes from the

menu.

Click View Report

view.

Select

Click Manage in the upper right corner of the user interface to access the Report

Report

Quick Report.

Management page, and then select the report or stored process that you want to

view.

About the Edit Report View

What Users Can Do in the Edit Report View

Only authorized SAS Web Report Studio users can use the Edit Report view to create

new reports and edit saved reports.

Basically, creating reports involves performing these tasks for each report section:

selecting the query method or methods that will be used to obtain the data

selecting and placing the report objects that will contain the data such as tables

and graphs

adding optional group breaks, headers, footers, images, and text

Report

when you are creating or editing a report in the Edit Report

Users also must access the Edit Report view in order to make certain changes to

saved reports such as modifying the query method and layout for a report section, adding new sections, adding report links, and synchronizing report objects.

Understanding the Report Views The Edit Report View Interface 31

Note: If the Edit Report view cannot be used to edit a report, then the report was

created in a SAS reporting application that does not support all editing features. However, users might be able to add, delete, rename, and reorder report sections.

The Edit Report View Interface

Authorized users can access the Edit Report view to create new reports or to edit existing reports. Here are some of the main features of the Edit Report view.

Display 3.2 The Edit Report View Interface

1 Select the Report menu to access options such as Quick Report and New Using

Wizard

2 Edit Report is bold when the Edit Report view is active.

3 Click View Report when you are ready to view the report.

32 How to Access the Edit Report View Chapter 3

4 Select the How Do I?

menu to see a list of Help topics that relate to the Edit

Report view.

5 There is a tab for each section in the report. To switch between report sections,

click the tab for the section that you want to see.

6 Use the

Section

menu to add new sections, switch between sections, and rename, delete, or reorder existing sections. For more information, see “Managing Report Sections” on page 157.

7 If you want to select data items from a data source to deﬁne a query for the report

section, then click

After you select the data items, an

Select data.

Options

menu is available. Depending on the type of data source, you can use this menu to change the aggregation type of selected measures, combine ﬁlters, and preview the results of the query. You might also be able to select or deﬁne ﬁlters and change the default format.

For more information about deﬁning a query that uses data items, see Chapter

9, “Obtaining Data for a Report Section,” on page 107.

8 Click

Apply a template

to select a template to use for the layout of the report.

For more information, see “Use a Report Template to Design a Layout” on page

130.

9 Click

Header

to enter header information for the report section. For more

information, see “Managing Headers” on page 130.

If you select data items from a data source, then you can specify group breaks for the report section. For more information, see “Managing Group Breaks” on page

132.

The body of the report section consists of a grid for arranging objects such as tables, graphs, and images, and two toolbars. For more information, see Chapter 10, “Designing the Layout of a Report Section,” on page 127.

The body can also include stored process objects that are used to obtain data for the report section. For more information, see Chapter 9, “Obtaining Data for a Report Section,” on page 107.

Use this vertical toolbar to delete and align objects, and merge, split, and add cells to the body grid.

13 Use this horizontal toolbar to insert objects (tables, graphs, maps, stored processes,

text, and images), and to synchronize objects or make them independent.

Click Footer to enter footer information for the report section. For more information, see “Managing Footers” on page 131.

Click View Report when you are ready to view the report.

How to Access the Edit Report View

There are six ways to access the Edit Report view:

Select Report New.

Select Report New from Template and display it in the Edit Report view.

Click Edit Report

when a saved report, a quick report, or stored process output

is displayed in the View Report view.

Select Report

Finish on any wizard page to access the Edit Report view.

Select Report report, click

Click Manage in the upper right corner of the user interface to access the Report

New from Wizard. After at least one data item is selected, click

Open to display the Open dialog box. Next to the name of a

in the Actions column, and then select Edit.

Management page. Navigate to the report that you want to edit. Next to the name of a report, click

in the

Actions column, and then select

to select a report template from a gallery

Edit.

CHAPTER

Understanding the Report Types

Overview of the Report Types About Saved Reports About Direct Stored Process Output About Quick Reports About Manually Refreshed Reports

Overview of the Report Types

The content that can be displayed in the View Report view can be placed into these

four categories:

Saved Reports

Saved reports are reports that you saved by completing the Save As dialog box.

You can save quick reports, the output of a stored process, and any content in the

Edit Report view, including content that is created by using the Report Wizard.

Manually Refreshed Reports

When you view a manually refreshed report, you are looking at the results of a

query that was pre-generated (that is, a query that was run at some time before

you opened the report). In order to interact with a manually refreshed report, you

must refresh the data.

Direct Stored Process Output

You can run a stored process directly, without ﬁrst inserting it into a report.

Quick Reports

Quick reports use one crosstabulation table and one bar chart to present the

results of a query that is based on three standard data items from your selected

data source.

This chapter provides additional information about each type of report.

Note: Only authorized users can save reports or open a quick report. If you have

questions about your authorization, contact your system administrator.

Note: SAS Web Report Studio also enables you to view reports that are created by

using a variety of other SAS products, including SAS Web OLAP Viewer for Java and SAS Enterprise Guide (for more information, see “Integration with Other SAS Reporting Products” on page 7).

34 About Saved Reports Chapter 4

About Saved Reports

To create a saved report, you select Report Save complete the Save As dialog box. When you save a new report, you name it, provide an optional description and keywords, and indicate whether the content should be manually or automatically refreshed. You can share saved reports or keep them private.

You can save the following content:

any content in the Edit Report view, including content that is created by using the Report Wizard

the output of a stored process that was run directly

a quick report

For information about how to complete the Save As dialog box, see “Save a Report” on page 168.

Note: For existing reports, you can select dialog box.

About Direct Stored Process Output

You can run a stored process directly from the Open dialog box or the Report Management page as explained in “Run a Stored Process” on page 42.

When the results are displayed in the View Report view, you can choose to save the stored process as part of a report. One advantage of saving the stored process in a report is that you can use the Edit Report view to add some headers, footers, text, and images that are independent of the stored process output.

For information about what a stored process is, see “About Stored Processes” on page

17.

Report

or Report

Save

to bypass the Save As

Save As

and then

About Quick Reports

A quick report uses one crosstabulation table and one bar chart to present the results of a query that is based on three standard data items from a selected data source. The data items are the ﬁrst two categories or hierarchies and the ﬁrst measure in the data source. For multidimensional data sources, the hierarchies must be from different dimensions.

Note: In order to display a quick report, the data source must have at least one category or hierarchy and one measure.

The following table explains how each data item is used in the table and bar chart.

Understanding the Report Types About Manually Refreshed Reports 35

Data Item Data Assignment Function in the

First category/

hierarchy

Second category/

hierarchy

Measure Columns Column Bar height

Columns Column Bars

Rows Row Vertical matrix

Quick reports are displayed with a data pane that can be used to change data selections. For information about modifying data selections, see “Managing the Data Used for Synchronized Report Sections” on page 74.

About Manually Refreshed Reports

Manually refreshed reports are saved reports (see “About Saved Reports” on page 34) that contain data from a pre-generated query. Typically, a manually refreshed report displays more quickly than a report that automatically queries the physical source of data each time that it is viewed.

There are two ways to create a manually refreshed report from within SAS Web Report Studio:

You can save the report as Data can be manually refreshed

You can schedule saved reports to be run at a speciﬁed time.

Crosstabulation Table

Function in the Bar Chart

When viewed, manually refreshed reports behave the same regardless of how they were created.

You have the option to refresh the data in a viewed manually refreshed report. After you refresh the data, you can perform these tasks:

Customize the view (for report sections that contain data items from a data source). For more information, see Chapter 6, “Changing Data in a Viewed Report,” on page 47 and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81.

Save the report in order to embed the refreshed data as the new report content.

PART

Working With Viewed Reports

Chapter 5..........

Chapter 6..........

Chapter 7..........

Viewing Reports and Running Stored Processes

Changing Data in a Viewed Report

Changing the Presentation of a Viewed Report

CHAPTER

Viewing Reports and Running Stored Processes

Overview of Viewing Reports and Running Stored Processes

This chapter explains how to display the following content in the View Report view:

a saved report

a stored process

a quick report

Note: You must be authorized to view (and save) a quick report. If you have questions about your authorization, contact your system administrator.

For more information about these report types, see the following topics:

“About Saved Reports” on page 34

“About Direct Stored Process Output” on page 34

“About Quick Reports” on page 34

For more information about the View Report view interface, see “The View Report View Interface” on page 28.

View a Saved Report

To open a report, you can select one of the last four opened reports from the Report menu, use the Open dialog box, or use the Report Management page.

Note: Report content depends on your authorization. Your data source administrator determines what data you are authorized to view.

To use the Open dialog box or the Report Management page, complete these steps:

1 Perform one of these tasks:

Select Report Open to open the Open dialog box.

Click Manage in the upper right corner of the user interface to access the Report Management page.

40 View a Saved Report Chapter 5

The Open dialog box and the Report Management page contain a Search

for reports

Display 5.1 The Open Dialog Box Showing a List of Reports and a Folder Named StoredProcesses

section and a list of reports, stored processes, and folders.

Select a report. To search for a report, complete these steps:

a If the

b In the Search for

Search for reports section is not visible, click

ﬁeld, type the text for which you want to search. (For

searching tips, see “Tips for Searching for Reports and Stored Processes” on page 46.)

In the Search what text in the

Name, Description,or

drop-down list, choose whether you want to search for the

Keywords ﬁelds.

Note: You cannot search the content of a report.

In the

e (Optional) To also search for reports in folders that are contained in the folder

you are searching, select

(Optional) To limit your search to a time frame, select

Modified

Search where drop-down list, select a folder name.

Search subfolders.

Search for Files

in the

Date/time limits drop-down list. Then specify the time

frame by using the ﬁelds that are below the drop-down list.

g Click Search.

If there are any reports that match your criteria, they are shown.

Note: After a search, the report list also includes located report. To clear the search results, select an option in the

Path information for each

Location

drop-down list.

If necessary, respond to prompts. (For tips, see “Tips for Responding to Prompts”

on page 45.)

4 If the report that you opened has more than one section, click the section tabs in

order to view each section. If a section contains group breaks with page breaks,

you view each page by using the table of contents.

Viewing Reports and Running Stored Processes View a Saved Report 41

Display 5.2 Table of Contents That Shows Page Navigation for Two Group Breaks (an Order Channel

Category and an Age Group Hierarchy Level)

To collapse the table of contents, click

. To expand the table of contents, click

The following report provides information about product group revenue, and includes percentage contribution by channel and age group. Exceptional conditions are highlighted for product group and age group combinations for a given channel where the revenue contribution is less than 5% or greater than 40%. This information could be used, for example, to decide which age groups to target for a promotional offering.

Display 5.3 Example of a Saved Report That Contains Query Results from a Data Source

42 Run a Stored Process Chapter 5

For information about how to make changes to a report that contains query results

from a data source (including conditional highlighting as shown in Display 5.3 on page

41), see Chapter 6, “Changing Data in a Viewed Report,” on page 47, and Chapter 7, “Changing the Presentation of a Viewed Report,” on page 81. If you are authorized, you can save your modiﬁcations. Otherwise, the modiﬁcations are removed when you exit the report.

Run a Stored Process

To run a stored process, you can select one of the last four opened stored processes

from the

Note: Report content depends on your authorization. Your data source

administrator determines what data you are authorized to view.

To use the Open dialog box or the Report Management page, complete these steps:

Report

Perform one of these tasks:

Select Click

Report Open

Manage in the upper right corner of the user interface to access the Report

Management page.

The Open dialog box and the Report Management page contain a

for reports

menu, use the Open dialog box, or use the Report Management page.

to open the Open dialog box.

section and a list of reports, stored processes, and folders.

Display 5.4 The Report Management Page with Three Stored Processes Listed

2 Select a stored process. To search for a stored process, complete these steps. (For

searching tips, see “Tips for Searching for Reports and Stored Processes” on page

46.)

a If the Search for reports section is not visible, click .

b In the Search for ﬁeld, type the text for which you want to search.

c In the Search what drop-down list, choose whether you want to search for the

text in the

Name, Description,orKeywords ﬁelds.

Note: You cannot search the content of a stored process.

d In the Search where drop-down list, select a folder name.

e (Optional) To also search for stored processes in folders that are contained in

the folder you are searching, select

Search subfolders

Viewing Reports and Running Stored Processes Run a Stored Process 43

f (Optional) To limit your search to a time frame, select Search for Files

Modified

in the

Date/time limits

drop-down list. Then specify the time

frame by using the ﬁelds that are below the drop-down list.

Click Search.

If there are any stored processes that match your criteria, they are shown.

Note: After a search, the list also includes stored process. To clear the search results, select an option in the

Path

information for each located

Location

drop-down list.

If necessary, respond to prompts. (For tips, see “Tips for Responding to Prompts” on page 45.)

Display 5.5 Prompt Window for the Stored Process Output Shown in Display 5.6

The following example of stored process output uses the predictive capabilities of SAS to give executives a glimpse into the company’s ﬁnancial future. After the user enters preferences for the country, forecast variable (cost, proﬁt, or sales), and the number of months to forecast, SAS Web Report Studio displays a line chart by month, including conﬁdence intervals, and a supporting list table with values for the year, month, actual sales, forecast, lower 95%, and upper 95%. (The prompt window for this stored process is shown in Display 5.5 on page 43.)

44 View a Quick Report Chapter 5

Display 5.6 Example of Stored Process Output

You cannot modify the output of a stored process. However, if you are authorized, you

can select

Report Save to save the output as a report. When a stored process is

saved as part of a report section, you can add visual elements such as headers, footers, images, and text that are independent of the stored process.

View a Quick Report

A quick report uses one crosstabulation table and one bar graph to present the

results of a query that is based on three data items from selected data source. The data items are the ﬁrst two categories or hierarchies and the ﬁrst measure in the data source. Quick reports are synchronized by default (see “About Synchronized Reports” on page 74).

Note: Report content depends on your authorization. Your data source

administrator determines what data you are authorized to view.

To open a quick report, complete these steps:

1 Select Report Quick Report.

2 In the Select Data Source dialog box, navigate the folder tree in order to select a

data source.

3 When you are done, click OK.

4 (Optional) Modify the default data assignments (see “Managing the Data Used for

Synchronized Report Sections” on page 74).

5 (Optional) If you are authorized, save the quick report. If you save the quick

report, you can make changes such as modifying the layout and adding sections.

Viewing Reports and Running Stored Processes Tips for Responding to Prompts 45

Display 5.7 Example of a Quick Report Based on a Multidimensional Data Source

Display 5.8 Expanded Data Pane for the Quick Report Showing the Default Data Item Assignments

Tips for Responding to Prompts

Here are some tips for completing a prompt window for a report or a stored process.

You cannot use these characters in free-text prompts: <>()&#\

Depending on how the prompt was created, the prompt value might be case sensitive.

To reset the prompts to the default values, click Reset to Defaults.

Note: When a report is saved, the most recently speciﬁed prompt values are also saved. If the prompts are associated with a stored process that has been inserted into a report section, the saved prompt values might be different from the default

46 Tips for Searching for Reports and Stored Processes Chapter 5

prompt values that are stored with the stored process itself. To use the default

values that are stored with the stored process, you must click

Defaults

If a prompt enables you to query a data source for values, then a

button is available. Depending on how the prompt was deﬁned by the report

creator, the values will be loaded either into an

a drop-down list. If the query does not return any values, then the prompts are

modiﬁed in these ways:

If the original prompt displayed boxes, then the prompt becomes a multiple-value, text-entry ﬁeld. and

Remove All

If the original prompt was a drop-down list, then the prompt becomes a

buttons will be available.

text-entry ﬁeld.

To obtain values for all prompts that enable you to query a data source, click

Values for All Prompts

To cancel out of the prompt window, use the

click

Manage.

To display the report after entering the required information, click

To change the prompt values after output is rendered, click

right corner of the user interface.

Reset to

Get Values

Available values

list box or into

Available values/Selected values

Add, Remove,

Report

menu, click Edit Report

View Report.

Refresh in the upper

list

Get

,or

Tips for Searching for Reports and Stored Processes

Here are some tips for searching for reports and stored processes in the Open dialog

box or the Report Management page.

The search is not case sensitive. For example, if you search for proﬁt in the report

or stored process name, your search results will include reports and stored

processes such as Sports Equipment Proﬁts as well as Company proﬁts last year.

If you search for a single word, then SAS Web Report Studio assumes a wildcard

character before and after the word. For example, if you perform a search with low

in the

processes with names like Low Activity, Regions with Lowered Sales, and Monthly

Allowance.

Searching does not include report or stored process content.

Search for

ﬁeld, then the search results will include reports and stored

CHAPTER

Changing Data in a Viewed Report

Overview of Changing Data in a Viewed Report Change the Current Prompt Values Working with Tables

Specifying How Data Items Are Used in Tables

Assign Data Items to Functions in a Crosstabulation Table

Assign Data Items to Functions in a List Table 49 Drill or Expand Hierarchies in a Crosstabulation Table Managing Filtering and Ranking in a List Table

Create a Filter or Ranking for a List Table

Remove a Filter or Ranking from a List Table Managing Filtering and Ranking in a Crosstabulation Table

Create a Category or Hierarchy Filter for a Crosstabulation Table

Create a Measure Filter for a Crosstabulation Table 54

Create a Ranking for a Crosstabulation Table 55

Remove a Filter or Ranking from a Crosstabulation Table 56 Managing Percent of Total Columns in a Table 56

Add a Percent of Total Column to a Table 56

Remove a Percent of Total Column from a Table 58 Show or Hide Totals in a Table 58 View Detail Data in a Crosstabulation Table 59 View Table Information 60

Working with Graphs 61

Specifying How Data Items Are Used in Graphs 61

Assign Data Items to Functions in a Bar Chart 61

Assign Data Items to Functions in a Bar-Line Chart 62

Assign Data Items to Functions in a Line Graph 63

Assign Data Items to Functions in a Pie Chart 63

Assign Data Items to Functions in a Progressive Bar Chart 64

Assign Data Items to Functions in a Scatter Plot 65 Drill or Expand Hierarchies in a Graph 66 Managing Filtering and Ranking in a Graph 67

Create a Category or Hierarchy Filter for a Graph 67

Create a Measure Filter for a Graph 68

Create a Ranking for a Graph 69

Remove a Filter or Ranking from Graph 70 View Graph Information 70

Working with Maps 71

Drill or Expand the Geography Hierarchy in a Map 71 Managing Filtering and Ranking in a Map 72

Create a Filter for the Geography Hierarchy in a Map 72

Create a Measure Filter for a Map 72

50 51 51

48 Overview of Changing Data in a Viewed Report Chapter 6

Create a Ranking for a Map

Remove a Filter or Ranking from a Map Change the Measure Used in a Map View Information about a Selected Region Zoom and Pan a Map

Managing the Data Used for Synchronized Report Sections

About Synchronized Reports Change Which Data Items Are Used for the Section Query Change How Data Items Are Used in Tables and Graphs About Mixed States for Categories and Hierarchies

Tips for Filtering and Ranking Tables, Graphs, and Maps

Filter Creation Filter Application Filter Restrictions Consequences of Changing Data

Tips for Working with Hidden Data Items

Overview of Changing Data in a Viewed Report

In each report section that contains query results from a data source, you can use the View Report view to make changes that affect what data is shown in tables, graphs, and maps.

Note: With the exception of entering new prompt values, you cannot change the output of a stored process.

Here are some of the changes that you can make:

show or hide totals in tables

add a percent of total column to tables

ﬁlter and rank tables, graphs, and maps

drill and expand tables, graphs, and maps

enter different prompt values

reassign individual data items to different functions in a table or graph

change the measure used for a map

Note: If the report was saved as manually refreshed, then you must refresh the report in order to make changes.

Note: For more information about the View Report view, see “About the View Report View” on page 27.

Note: Only authorized users can save changes to reports. If you have questions about your authorization, contact your system administrator.

Change the Current Prompt Values

Some report sections and stored processes require that you answer prompts before their output is rendered. To change the prompt values after output is rendered, click

Refresh in the upper right corner of the user interface. The prompt window will

reappear.

For more information about completing a prompt window, see “Tips for Responding to Prompts” on page 45.

Working with Tables

Specifying How Data Items Are Used in Tables

Assign Data Items to Functions in a Crosstabulation Table

To assign data items to speciﬁc functions in a crosstabulation table, complete these

steps:

On the crosstabulation table toolbar, click to open the Table Data dialog box.

Note: For crosstabulation tables that use relational data, some data items are not supported and will not appear in the Table Data dialog box. The data items that will not appear include measures that use the distinct aggregation type. In general, if a data item is not shown in the Table Data dialog box, then you can assume that it is not supported.

Changing Data in a Viewed Report Specifying How Data Items Are Used in Tables 49

2 Use the Move Items

drop-down list to assign each data item to one of these

functions.

Columns and Rows

Data items that are assigned to that are assigned to

Rows appear on the rows. By default, if multiple categories

Columns appear on the columns and data items

or hierarchies have been selected from the data source, the ﬁrst category or hierarchy and all of the measures are assigned to the

Columns function. If only

one category or hierarchy is selected from the data source, then the category or hierarchy is assigned to the

Columns function.

Note: Measures that are not assigned to

rows or all on the columns.

Hidden

Rows function and the measures are assigned to the

Hidden must be either all on the

Data items that are assigned to Hidden do not appear in the table but can be used in ﬁltering. For more information about working with hidden data items, see “Tips for Working with Hidden Data Items” on page 78.

3 When you are done, click OK. 4 (Optional) Save the report.

Here are some ﬁltering consequences of moving data items to different functions in a

crosstabulation table:

If you add or hide a category or hierarchy column, then any row ﬁlters and rankings that are based on a column measure are removed. Filters are not affected by adding or hiding measures.

If you add or hide a category or hierarchy row, then any column ﬁlters and rankings that are based on a row measure are removed. Filters are not affected by adding or hiding measures.

Filters are retained if you move all the data items that are currently on rows to the columns and move all the data items that are currently on the columns to the rows. In this case, any existing ﬁlters will remain and be evaluated based on the new positions.

Assign Data Items to Functions in a List Table

To assign data items to speciﬁc functions in a list table, complete these steps:

50 Drill or Expand Hierarchies in a Crosstabulation Table Chapter 6

1 On the list table toolbar, click to open the Table Data dialog box.

2 Use the Move Items drop-down list to assign each data item to one of these

functions.

Columns

By default, all data items are assigned to the Columns function.

Hidden

3 When you are done, click OK.

4 (Optional) Save the report.

Drill or Expand Hierarchies in a Crosstabulation Table

You can perform these tasks on a crosstabulation table that is based on multidimensional data:

Click current member and the values for the next hierarchy level down for that member.

to expand a member of a hierarchy level. You will see the values for the

Display 6.1 In the Hierarchy Level ’Year,’ the Member ’2000’ Has Been Expanded to Display Values for the

’Quarter’ Hierarchy Level

Click to drill a member of a hierarchy level. You will see only the values for the next hierarchy level down for that member.

Display 6.2 In the Hierarchy Level ’Year,’ the Member ’2000’ Has Been Drilled to Display Values for the

’Quarter’ Hierarchy Level

Changing Data in a Viewed Report Managing Filtering and Ranking in a List Table 51

Click a hierarchy level heading, and then select Expand All page 50, you would click on the hierarchy level

Click a hierarchy level heading, and then select

Year.)

Collapse All.

. (In Display 6.1 on

Managing Filtering and Ranking in a List Table

Create a Filter or Ranking for a List Table

To create a ﬁlter for a list table, complete these steps:

On the table toolbar, click , and then select Filter and Rank to open the Filter and Rank dialog box.

In the displays the data items that are used in the list table along with any currently active ﬁlters.

Note: You cannot create measure ﬁlters or rankings if the table is part of a synchronized group. If the table is in a synchronized group, then measures are not included in the list. The list also does not include categories that are assigned to group breaks, or percent of total columns.

Note: Data item names might wrap multiple lines.

Item,

Filter list, select the data item that you want to ﬁlter. This ﬁeld

3 Select a Filter type 4 (Optional) If the selected data item is classiﬁed as a character data type and it is

not using the default format, then you can select the

values

option. In this case, formatted values will be used in all parts of the

current ﬁlter query.

Note: If the selected data item is using the default format and this option is selected (which might be the true for reports that were created with a previous version of SAS Web Report Studio), then clear this option to improve query performance. Leave the option selected, however, if you cannot produce the desired results by using unformatted values.

5 Depending on your ﬁlter type selection, take the appropriate action.

Table 6.1 Data Item Types, Filter Types, and Available Actions

Data Item Filter Type Action

any type

alphanumeric category

No filter

Select category values

None. No ﬁlter will be applied to the selected data item.

Select one or more items from the Available

values values

Type in category values

Type a value and click

values

you want to ﬁlter for. To remove a value, select it in the

Multiple values box and click Remove.

date category

Filter on this date

Use one of these methods:

Filter on formatted

list and move them to the Selected list.

Add to add it to the Multiple

box. Repeat this procedure for each value that

Select an Operator and enter a Day, Month,

Year.

and Select an Operator, and then select a relative

time period. Options include

quarter

, and a user-speciﬁed number of periods.

Today, Previous

52 Managing Filtering and Ranking in a List Table Chapter 6

Data Item Filter Type Action

timestamp category

time category

measure

Filter on this date

Filter on this time

Filter on this measure

Rank on this measure

Use one of these methods:

Select an

Year, Hour,

Select an time period. Options include

quarter

number of periods.

Use one of these methods:

Select an and

Select an time period. The options are

Previous hour, and a user-speciﬁed number of

periods.

Select an BETWEEN operators, type a value. You do not type a value for the and

Is not missing operators.

Select

Top or Bottom

value next to the option that you choose (up to 999). The

Operator

Minute, and

and enter a

Second.

Operator, and then select a relative

Today,

Current hour

Operator

, and a user-speciﬁed

and enter a

Second.

Operator, and then select a relative

Current hour,

Operator and enter a

Value. For the

Minimum and Maximum

Is missing

from the Show

ﬁeld. Then, type a

Day, Month,

Hour,

Minute,

percent check box is not available for relational data.

To exclude tied rankings, select the option. For example, by default, if you request the top ﬁve products and there are three products tied for ﬁfth place, then seven products are returned. If you select

Exclude ties

the returned.

option, then only ﬁve products are

Exclude ties

1 The data source administrator controls whether you can select category values. 2 If you are ﬁltering on unformatted values, then you must enter values that match the casing of the values

in the data source. If you select the

Filter on formatted values

option, then you must enter the

formatted values. If the ﬁlter does not return any results, then try using a different casing.

3 The ﬁlter is relative to the time that the section query is generated, not the time that the ﬁlter is imposed

on the table.

4 Enter values in the number format that is appropriate for the locale that is set for the browser.

When you are done, click

OK.

7 (Optional) Save the report.

Note: For a summary of ﬁltering tips, see “Tips for Filtering and Ranking Tables, Graphs, and Maps” on page 77.

Note: For a ﬁltering example, see “Example 1: Filtering an Alphanumeric Category in a List Table” on page 203.

Remove a Filter or Ranking from a List Table

To remove a ﬁlter or ranking from a list table, complete these steps:

1 On the list table toolbar, click , and then select Filter and Rank to open the

Filter and Rank dialog box.

Changing Data in a Viewed Report Managing Filtering and Ranking in a Crosstabulation Table 53

2 In the Item,

filter

When you are done, click

(Optional) Save the report.

Filter list, for each data item that should not be ﬁltered, select

as the

Filter type

OK.

Managing Filtering and Ranking in a Crosstabulation Table

Create a Category or Hierarchy Filter for a Crosstabulation Table

To create a category or hierarchy ﬁlter, complete these steps:

1 On the table toolbar, click

and Rank dialog box.

2 Click the

In the

Category Filters

Item, Filter

list, select a category or hierarchy. This ﬁeld displays the categories and hierarchies that are used in the table along with any currently active ﬁlters.

Note: The list does not include categories and hierarchies that are assigned to group breaks, or percent of total columns.

Note: Data item names might wrap multiple lines.

4 Select a Filter type 5 (Optional) For relational data sources, if the selected data item is classiﬁed as a

character data type and it is not using the default format, then you can select the

Filter on formatted values

in all parts of the current ﬁlter query.

, and then select Filter and Rank to open the Filter

tab.

option. In this case, formatted values will be used

6 Depending on your ﬁlter type selection, take the appropriate action.

Table 6.2 Data Item Types, Filter Types, and Available Actions

Data Item Filter Type Action

any type

categories from relational data sources

No filter

Type in category values

None. No ﬁlter will be applied to the selected data item.

Type a value and click Add to add it to the Multiple

values

want to ﬁlter for. To remove a value, select it in the

values

any category or hierarchy

hierarchies in the time dimension of a multidimensional data source (for example, a Year hierarchy)

Select category values

Create filter

Select one or more items in the Select filter values list. You can select and deselect items individually, or you can use the

Select a Period type and enter Show and Select criteria. In the period information.

box. Repeat this procedure for each value that you

Multiple

box and click Remove.

Select All or Deselect All buttons.

Date Range section, specify your starting and ending

54 Managing Filtering and Ranking in a Crosstabulation Table Chapter 6

Data Item Filter Type Action

date categories from relational data sources

time categories from relational data sources

timestamp categories from relational data sources

Create filter

Use one of these methods:

Select an

Select an period. Options include and a user-speciﬁed number of periods.

Select an

Use one of these methods:

Select an

Hour,

Select an period. Options include

Operator

and enter a

Day, Month, and

Operator, and then select a relative time

Operator

and enter a

Operator and enter a

Minute, and

Today,

Second.

Previous quarter,

Hour, Minute, and

Day,

Operator, and then select a relative time

Today, Previous quarter

Month, Year,

Current hour, and a user-speciﬁed number of periods.

Year.

Second.

1 If you are ﬁltering on unformatted values, then you must enter values that match the casing of the values

in the data source. If you select the

Filter on formatted values

option, then you must enter the

formatted values. If the ﬁlter does not return any results, then try using a different casing. 2 For relational data sources, your data source administrator controls whether you can select category values. 3 The ﬁlter is relative to the time that the section query is generated, not the time that the ﬁlter is imposed

on the table.

When you are done, click

OK.

8 (Optional) Save the report.

Note: For a summary of ﬁltering tips, see “Tips for Filtering and Ranking Tables,

Graphs, and Maps” on page 77.

Create a Measure Filter for a Crosstabulation Table

Note: The Measure Filter or Rank

synchronized group.

To create a measure ﬁlter, complete these steps:

1 Perform one of these tasks to open the Filter and Rank dialog box:

On the table toolbar, click

Click a measure heading in a row or column, and then select Filter by this

or Filter by this Column.

Row

Note: You cannot ﬁlter on percent of total values.

2 Click the Measure Filter or Rank tab, 3 Select the Filter a measure option. 4 In the Show values of drop-down list, select an option. 5 Depending on your Show values of selection, specify the criteria for the ﬁlter.

tab is not available if the table is part of a

, and then select Filter and Rank.

Changing Data in a Viewed Report Managing Filtering and Ranking in a Crosstabulation Table 55

Table 6.3 Filter Criteria Options for Crosstabulation Tables

Show Value Selection Criteria

(rows)

(columns)

Select a value for each category or hierarchy level on the columns. Then, select a

Measure and an

Select a value for each category or hierarchy level on the rows. Then, select a

Measure

Operator, and type a

and an

Operator, and type a

Value

Value.

Outermost category or hierarchy on the rows

Outermost category or hierarchy on the columns

1 If the measures are on the columns, then a 2 If the measures are on the rows, then a 3 Do not include a currency symbol in the

appropriate for the locale that is set for the browser.

When you are done, click

7 (Optional) Save the report.

Select a

Measure and an

(rows)

(columns) option is available.

Value ﬁeld. In addition, enter values in the number format that is

Note: For a ﬁltering example, see “Example 2: Filtering Measures in a

Crosstabulation Table” on page 205.

Note: If the current ﬁltering choices are not acceptable, you can use the Table Data dialog box to assign data items to different functions (see “Assign Data Items to Functions in a Crosstabulation Table” on page 49).

Note: For a summary of ﬁltering tips, see “Tips for Filtering and Ranking Tables, Graphs, and Maps” on page 77.

Create a Ranking for a Crosstabulation Table

Note: The synchronized group.

Measure Filter or Rank

OK.

Operator, and type a

option is available.

Value.

tab is not available if the table is part of a

To create a ranking for a measure in a crosstabulation table, complete these steps:

1 Perform one of these tasks to open the Filter and Rank dialog box:

On the table toolbar, click , and then select Filter and Rank.

Click a measure heading in a row or column, and then select Rank by this

or Rank by this Column.

Row

Note: You cannot ﬁlter on percent of total values.

2 Click the

3 Select the Rank a measure option.

4 In the Show ﬁeld, select Top or Bottom, and then type a value next to the option

Measure Filter or Rank tab.

that you chose.

5 (Optional) Choose one of these options:

To evaluate the data as a percentage, select the percent(%) option, and then enter a value.

Note: This option is not available for relational data sources.

To exclude tied rankings, select the Exclude ties option. For example, by default, if you request the top ﬁve products and there are three products tied for

56 Managing Percent of Total Columns in a Table Chapter 6

ﬁfth place, then seven products are returned. If you select the Exclude ties option, then only ﬁve products are returned.

In the

7 Depending on your

Table 6.4 Ranking Criteria Options for Crosstabulation Tables

Show values of Selection Based on Values of Criteria

(rows)

(columns)

Show values of

drop-down list, select an option.

Show values of

Select a value for each category or hierarchy level on the columns, and then select

Measure.

Select a value for each category or hierarchy level on the rows, and then select a

Measure.

selection, specify the criteria for the ranking.

Outermost category or hierarchy on the rows

Outermost category or hierarchy on the columns

1 If the measures are on the columns, then a 2 If the measures are on the rows, then a

When you are done, click

(Optional) Save the report.

Select a

Measure.

(columns) option is available.

Note: If the current ranking choices are not acceptable, you can use the Table Data

dialog box to assign data items to different functions (see “Assign Data Items to Functions in a Crosstabulation Table” on page 49).

Note: For a summary of ranking tips, see “Tips for Filtering and Ranking Tables,

Graphs, and Maps” on page 77.

Remove a Filter or Ranking from a Crosstabulation Table

To remove a ﬁlter or ranking from a crosstabulation table, complete these steps:

1 On the table toolbar, click

and Rank dialog box.

2 Remove category and hierarchy ﬁlters, measure ﬁlter, or ranking as described next:

On the Category Filters tab, for each data item that should not be ﬁltered, select

No filter as the Filter type.

On the Measure Filter or Rank tab, select No measure filter or rank.

(rows) option is available.

OK.

, and then select Filter and Rank to open the Filter

3 When you are done, click OK.

(Optional) Save the report.

Managing Percent of Total Columns in a Table

Add a Percent of Total Column to a Table

To add percentage calculations, totals, and comparisons to summary values to a

table, complete these steps:

1 On the table toolbar, click , and then select Percent of Total to open the

Percent of Total dialog box.

Changing Data in a Viewed Report Managing Percent of Total Columns in a Table 57

Note: This menu item is not available if the table does not contain any measures

that can be used in a grand total; if the table is in a synchronized group; or if the table uses multidimensional data.

In the

For measure

drop-down list, select a measure for the comparison. This list contains one item for each measure in the current table. The ﬁrst measure in the table (reading left to right or top to bottom) is selected by default.

Note: This list does not contain measures that are added by using this dialog box.

Note: You cannot create a percent of total calculation that is based on a hidden data item.

Note: Only those measures that make sense for a grand total calculation are available.

In the

Show percent of

drop-down list, select an option, depending on the type of

table:

For list tables, the

Column Total

option is the only type of percent of total that

is supported.

Note: If you change a crosstabulation table to a list table, any percent of total value column will be discarded unless it is a

For crosstabulation tables, for the selected measure, select the value that you

Column Total.

want to calculate the measure as a percentage of. Your predeﬁned choices are

Grand Total, Column Total

, and Row Total

. The drop-down list also contains

these options:

one option for the subtotal of each category in the columns of the table. The options are listed in order from the top down.

one option for the subtotal of each category in the rows of the table. The options are listed in order from the outside inward.

Type a Label 30 characters. By default, the

for the calculation that you are creating. You can use a maximum of

Label ﬁeld is blank. The

Add button is not available

until you enter a value into this ﬁeld.

Click Add to add your

For measure,

Show percent of, and

Label selections to

the box.

6 When you are done, click

OK.

When the measure that is used in the calculation appears in a column, the new calculation appears immediately to the right of the measure. When the measure that is used in the calculation appears in a row, the new calculation appears immediately below the measure.

7 (Optional) Save the report.

Note: If you add a percent of total value column to a crosstabulation table, then any

row ﬁlters and rankings that are based on a column measure are removed.

58 Show or Hide Totals in a Table Chapter 6

Display 6.3 List Table with a Percent of Total Column (Third Column) Calculated for Revenue

Remove a Percent of Total Column from a Table

To remove a percent of total column from a table, complete these steps:

1 On the table toolbar, click

, and then select Percent of Total

to open the

Percent of Total dialog box.

Select a calculation.

Click Remove.

4 When you are done, click 5 (Optional) Save the report.

OK.

Note: If you remove a percent of total value column from a crosstabulation table,

then any row ﬁlters and rankings that are based on a column measure are removed.

Show or Hide Totals in a Table

To show or hide totals, complete these steps:

1 On the table toolbar, click

Select one or more of these options:

Rows: Subtotals

Select this option to display row subtotals. This option is available only if the table is a crosstabulation table and if there are at least two hierarchies or categories assigned as columns.

Note: If a table contains row ﬁlters that are based on row subtotal values, then those ﬁlters are removed when you turn off subtotals for the table.

, and then select Total to open the Total dialog box.

Rows: Totals

Select this option to display row totals. This option is available only if the table is a crosstabulation table and if there is at least one hierarchy or category assigned as a column.

Note: If a table contains row ﬁlters that are based on row total values, then those ﬁlters are removed when you turn off totals for the table.

Changing Data in a Viewed Report View Detail Data in a Crosstabulation Table 59

Columns: Subtotals

Select this option to display column subtotals. This option is available only if

the table is a crosstabulation table and if there are at least two hierarchies or

categories assigned as rows.

Note: If a table contains column ﬁlters that are based on column subtotal

values, then those ﬁlters are removed when you turn off subtotals for the table.

Columns: Totals

Select this option to display column totals. This option is available for both list

and crosstabulation tables.

Note: If a table contains column ﬁlters that are based on column total values, then those ﬁlters are removed when you turn off totals for the table.

When you are done, click

OK.

By default, total and subtotal values are displayed in boldface type. In addition, their table cells have a light blue background. For information about how to change the properties for displaying totals, see “Set Properties for a Table” on page 86.

Display 6.4 List Table With Formatted Column Total Values

Display 6.5 Crosstabulation Table With Formatted Row Totals and Column Subtotals

View Detail Data in a Crosstabulation Table

When a crosstabulation report that is based on multidimensional data is displayed, complete these steps to view the detail data:

1 Perform one of these tasks to open the View Detail dialog box:

To see the detail data behind a value in the crosstabulation table, click the value (which will be underlined).

60 View Table Information Chapter 6

To see the detail data behind a row or a column in the crosstabulation table, click the row or column heading in the innermost level of the innermost hierarchy in the row or column, and then select

Display 6.6 View Detail Option for the Revenue Column

View Detail

Note: If report linking has been enabled for the values in the crosstabulation

table, then, when you click on a value, you will be prompted to either view detail

data or follow the report link.

2 (Optional) To export the data into a Microsoft Excel spreadsheet, click Export.

3 To exit the View Detail dialog box, click Close Window.

Note: You cannot view detail in a crosstabulation table if the data source has not

been set up to support this feature by your data source administrator. In addition, whether the columns show the column label or the column name is controlled by an administrator.

View Table Information

To display information about a table, click

Information dialog box contains the following information:

Data source

This section contains the following information:

Name

This ﬁeld displays the name of the data source that is being used for this table.

Type

This ﬁeld displays the type of data source (Relational or

Multidimensional). The data source type determines which options are

available for building and viewing reports.

on a table toolbar. The Table

Description

This ﬁeld displays a description of the data source, if one is available.

Applied filters

This ﬁeld displays the following information:

The ﬁlters that are applied to the current report section. These ﬁlters affect all of the tables in this section.

The ﬁlters and the rankings that are applied just to this table.

The expression that speciﬁes how the ﬁlters and rankings are applied.

Data item, Physical name, Description/expression

For each data item in this table, this box lists the name of the data item as it appears in the data source that was prepared by the data source administrator, the name of the data item in the original data source, and either a description (standard data items) or an expression (calculated data items).

Note: You can modify report properties so that ﬁlter information is displayed along with the report. For more information, see “Set or Modify Properties for a Viewed Report” on page 99.

Working with Graphs

Changing Data in a Viewed Report Specifying How Data Items Are Used in Graphs 61

Specifying How Data Items Are Used in Graphs

Assign Data Items to Functions in a Bar Chart

To assign data items to speciﬁc functions in a bar chart, complete these steps:

1 On the bar chart toolbar, click to open the Graph Data dialog box.

2 Use the Move Items drop-down list to assign each data item to one of these

functions.

Bar Height

Specify the measure that will be used to determine the height of each bar. Bar

Height

in the data source is assigned to

can only assign one measure to

Bars (Limit 1)

Select a category or hierarchy, each value of which will be represented by a bar.

Bars is required. By default, if data has been selected, then the ﬁrst category or

hierarchy in the data source is assigned to

Bar Subgroup (Limit 1)

You can subdivide each bar across the values of the category or hierarchy that you assign to this function.

is required. By default, if data has been selected, then the ﬁrst measure

Bar Height.

Note: If you assign a category or hierarchy to the

Bar Height.

Bars.

Bar Subgroup, then you

Note: If you assign more than one measure to

add a category or hierarchy to the

Horizontal Matrix

Bar Subgroup.

Bar Height, then you cannot

You can create separate bar charts for each value of a selected category or hierarchy. The charts appear side by side. For example, if you select a Gender category for the horizontal matrix, a chart for each value of Gender is displayed side by side along a horizontal line.

62 Specifying How Data Items Are Used in Graphs Chapter 6

Vertical Matrix

You can create separate bar charts for each value of a selected category or hierarchy. The charts appear stacked one on top of the other. For example, if you select a

Gender category for the vertical matrix, a chart for each value of

Gender is stacked along a vertical line.

Hidden

By default, if data has been selected, then all the data items that have not been assigned to

Bar Height

For tips related to hiding data items, see “Tips for Working with Hidden Data

Items” on page 78.

When you are done, click

(Optional) Save the report.

OK.

Assign Data Items to Functions in a Bar-Line Chart

To assign data items to speciﬁc functions in a bar-line chart, complete these steps:

Bars are assigned to

Hidden.

On the bar-line chart toolbar, click

2 Use the Move Items drop-down list to assign each data item to one of these

to open the Graph Data dialog box.

functions.

Bar Height (Limit 1)

Specify the measure that will be used to determine the height of each bar.

Height

in the data source is assigned to

Line Height (Limit 1)

is required. By default, if data has been selected, then the ﬁrst measure

Bar Height.

Select the measure that will be used to determine the height of the line at each bar.

Line Height is required. By default, if data has been selected, then the

second measure in the data source is assigned to

Bars (Limit 1)

Line Height.

Select a category or hierarchy, each value of which will be represented by a bar.

Bars is required. By default, if data has been selected, then the ﬁrst category or

hierarchy in the data source is assigned to

Horizontal Matrix

Bars.

You can create separate bar-line charts for each value of a selected category or hierarchy. The charts appear side by side. For example, if you select a Gender category for the horizontal matrix, a chart for each value of Gender is displayed side by side along a horizontal line.

Vertical Matrix

You can create separate bar-line charts for each value of a selected category or hierarchy. The charts appear stacked one on top of the other. For example, if you select a Gender category for the vertical matrix, a chart for each value of Gender is stacked along a vertical line.

Bar

Hidden

By default, if data has been selected, then all the data items that have not been assigned to

Bar Height, Line Height,orBars are assigned to Hidden.

For tips related to hiding data items, see “Tips for Working with Hidden Data

Items” on page 78.

3 When you are done, click OK.

4 (Optional) Save the report.

Changing Data in a Viewed Report Specifying How Data Items Are Used in Graphs 63

Assign Data Items to Functions in a Line Graph

To assign data items to speciﬁc functions in a line graph, complete these steps:

On the line graph toolbar, click to open the Graph Data dialog box.

2 Use the Move Items drop-down list to assign each data item to one of these

functions.

Measure Axis

Select the measures that will determine the height of each plot point along the line.

Measure Axis is required. By default, if data has been selected, then the

ﬁrst measure in the data source is assigned to

Measure Axis.

Note: If you assign a category or hierarchy to the

you can only assign one measure to

Line (Limit 1)

Measure Axis

Multiple Lines, then

Select a category or hierarchy, each value of which will be represented by a plot point on the lines shown in this graph.

Line

is required. By default, if data has been selected, then the ﬁrst category or hierarchy in the data source is assigned to

Line.

Multiple Lines (Limit 1)

You can subdivide the line into several lines, one for each value of the category or hierarchy that you assign to this function.

Note: If you assign more than one measure to the

cannot add a category or hierarchy to

Horizontal Matrix

Multiple Lines

Measure Axis

, then you

You can create separate line graphs for each value of a selected category or hierarchy. The charts appear side by side. For example, if you select a Gender category for the horizontal matrix, a chart for each value of Gender is displayed side by side along a horizontal line.

Vertical Matrix

You can create separate line graphs for each value of a selected category or hierarchy. The charts appear stacked one on top of the other. For example, if you select a Gender category for the vertical matrix, a chart for each value of Gender is stacked along a vertical line.

Hidden

By default, if data has been selected, then all the data items that have not been assigned to

Measure Axis or Line are assigned to Hidden.

For tips related to hiding data items, see “Tips for Working with Hidden Data

Items” on page 78.

3 When you are done, click OK. 4 (Optional) Save the report.

Assign Data Items to Functions in a Pie Chart

To assign data items to speciﬁc functions in a pie chart, complete these steps:

1 On the pie chart toolbar, click to open the Graph Data dialog box. 2 Use the Move Items drop-down list to assign each data item to one of these

functions.

Segment Size

Select the measures that will determine the size of each segment. Segment

is required. By default, if data has been selected, then the ﬁrst measure in

Size

the data source is assigned to

Segment Size.

64 Specifying How Data Items Are Used in Graphs Chapter 6

Note: If you assign a category or hierarchy to the Pie Stacks

only assign one measure to

Segments (Limit 1)

Segment Size

, then you can

Select a category or hierarchy, each value of which will be represented by a segment. ﬁrst category or hierarchy in the data source is assigned to

Pie Stacks (Limit 1)

Segments is required. By default, if data has been selected, then the

Segments.

You can subdivide the pie chart into a stack of pie charts, one for each value of the category or hierarchy that you assign to this function.

Note: If you assign more than one measure to the

cannot add a category or hierarchy to

Horizontal Matrix

Pie Stacks

Segment Size

, then you

You can create separate pie charts for each value of a selected category or hierarchy. The charts appear side by side. For example, if you select a Gender category for the horizontal matrix, a chart for each value of Gender is displayed side by side along a horizontal line.

Vertical Matrix

You can create separate pie charts for each value of a selected category or hierarchy. The charts appear stacked one on top of the other. For example, if you select a Gender category for the vertical matrix, a chart for each value of Gender is stacked along a vertical line.

Hidden

By default, if data has been selected, then all the data items that have not been assigned to

Segment Size or

Segments are assigned to

Hidden.

For tips related to hiding data items, see “Tips for Working with Hidden Data

Items” on page 78.

Note: If you hide a category or hierarchy that is being used in a report

linking prompt, then the prompt association is removed.

3 When you are done, click

4 (Optional) Save the report.

OK.

Assign Data Items to Functions in a Progressive Bar Chart

To assign data items to speciﬁc functions in a progressive bar chart, complete these

steps:

1 On the progressive bar chart toolbar, click to open the Graph Data dialog box.

2 Use the Move Items drop-down list to assign each data item to one of these

functions.

Bar Height (Limit 1)

Specify the measure that will be used to determine the height of each bar. Bar

Height

in the data source is assigned to

is required. By default, if data has been selected, then the ﬁrst measure

Bar Height.

Bars (Limit 1)

Select a category or hierarchy, each value of which will be represented by a bar.

Bars is required. By default, if data has been selected, then the ﬁrst category or

hierarchy in the data source is assigned to

Bars.

Changing Data in a Viewed Report Specifying How Data Items Are Used in Graphs 65

Horizontal Matrix

You can create separate progressive bar charts for each value of a selected category or hierarchy. The charts appear side by side. For example, if you select

Gender category for the horizontal matrix, a chart for each value of Gender is

a displayed side by side along a horizontal line.

Vertical Matrix

You can create separate progressive bar charts for each value of a selected category or hierarchy. The charts appear stacked one on top of the other. For example, if you select a Gender category for the vertical matrix, a chart for each value of Gender is stacked along a vertical line.

Hidden

By default, if data has been selected, then all the data items that have not been assigned to

Bar Height

Bars are assigned to

Hidden.

For tips related to hiding data items, see “Tips for Working with Hidden Data

Items” on page 78.

When you are done, click

4 (Optional) Save the report.

OK.

Assign Data Items to Functions in a Scatter Plot

To assign data items to speciﬁc functions in a scatter plot, complete these steps:

1 On the scatter plot toolbar, click to open the Graph Data dialog box.

2 Use the Move Items drop-down list to assign each data item to one of these

functions.

Vertical Axis (Limit 1)

Specify the measure that will be used to determine the height of each marker.

Vertical Axis is required. By default, if data has been selected, then the

second measure in the data source is assigned to

Horizontal Axis (Limit 1)

Select the measure that will be used to determine the height of each marker.

Horizontal Axis is required. By default, if data has been selected, then the

ﬁrst measure in the data source is assigned to

Marker Groups (Limit 1)

Select a category or hierarchy, each value of which will be a set of markers.

Marker Groups is required for multidimensional data sources. If detail data is

being used, then this function groups and colors the data points. If aggregated data is used, there will be one point for each data value in the category or hierarchy.

Note: By default, data is aggregated. For information about how to use detail data, see “Use Detail Data Instead of Grouped and Aggregated Data” on page 118.

Vertical Axis.

Horizontal Axis.

Marker Size (Limit 1)

Select the measure that will be used to determine the size of each marker.

Note: Users who are authorized to create reports can also use the tab in the Graph Properties dialog box to specify a marker size that will be constant for all markers in the graph.

Markers

66 Drill or Expand Hierarchies in a Graph Chapter 6

Horizontal Matrix

You can create separate scatter plots for each value of a selected category or hierarchy. The charts appear side by side. For example, if you select a Gender category for the horizontal matrix, a chart for each value of gender is displayed side by side along a horizontal line.

Vertical Matrix

You can create separate scatter plots for each value of a selected category or hierarchy. The charts appear stacked one on top of the other. For example, if you select a Gender category for the vertical matrix, a chart for each value of gender is stacked along a vertical line.

Hidden

By default, if data has been selected, then all the data items that have not been assigned to

Vertical Axis

For tips related to hiding data items, see “Tips for Working with Hidden Data

Items” on page 78.

When you are done, click

(Optional) Save the report.

OK.

Horizontal Axis

are assigned to

Hidden.

Drill or Expand Hierarchies in a Graph

You can perform these tasks on a graph that is based on multidimensional data:

Click the name of a member at the bottom of the graph, and then select <member>. You will see the current member and the values for the next hierarchy level down for that member.

Display 6.7 In the Hierarchy Level ’Catalog,’ the Member ’Pets’ Has Been Expanded to Display Values for the ’Type’ Hierarchy Level

Expand

In this example, to undo the expansion, you select Pets and then Collapse

Pets

Click the name of a member at the bottom of the graph, and then select Drill

down on

<member>. You will see only the values for the next hierarchy level down

for that member.

Changing Data in a Viewed Report Managing Filtering and Ranking in a Graph 67

Display 6.8 In the Hierarchy Level ’Catalog,’ the Member ’Pets’ Has Been Drilled to Display Values for the

’Type’ Hierarchy Level

In this example, to undo the drilling, you select TYPE, which is the current

hierarchy level, and then

Up to Catalog

, which is the next hierarchy level up.

Note: You cannot drill or expand an independent progressive bar chart that is based on a multidimensional data source if the chart includes an initial and ﬁnal bar. To enable the functionality, edit the graph properties so that the chart does not include an initial and ﬁnal bar. If the progressive bar chart is in a synchronized section and you drill or expand another report object, then the drilling or expansion also will be applied to the progressive bar chart.

Managing Filtering and Ranking in a Graph

Create a Category or Hierarchy Filter for a Graph

To create a category or hierarchy ﬁlter, complete these steps:

1 On the graph toolbar, click

Filter and Rank dialog box.

2 Click the

3 Select a category or hierarchy in the

Category Filters tab.

categories and hierarchies that are used in the graph along with any currently active ﬁlters.

Note: The list does not include categories and hierarchies that are assigned to group breaks.

, and then select

Item, Filter list. This ﬁeld displays the

Filter and Rank

to open the

Note: Data item names might wrap multiple lines.

4 Select a Filter type.

5 (Optional) If the selected data item is classiﬁed as a character data type and it is

not using the default format, then you can select the

values

option. In this case, formatted values will be used in all parts of the

Filter on formatted

current ﬁlter query.

68 Managing Filtering and Ranking in a Graph Chapter 6

Note: If the selected data item is using the default format and this option is

selected (which might be the true for reports that were created with a previous

version of SAS Web Report Studio), then clear this option to improve query

performance. Leave the option selected, however, if you cannot produce the desired

results by using unformatted values.

Depending on your ﬁlter type selection, take the appropriate action as described in

Table 6.2 on page 53.

7 When you are done, click 8 (Optional) Save the report.

OK.

Note: For a summary of ﬁltering tips, see “Tips for Filtering and Ranking Tables,

Graphs, and Maps” on page 77.

Create a Measure Filter for a Graph

Note: The

synchronized group.

Measure Filter or Rank

To create a measure ﬁlter, complete these steps:

On the graph toolbar, click

, and then select

Filter and Rank dialog box.

2 Click the Measure Filter or Rank 3 Select the 4 In the 5 Depending on your

Table 6.5 Filter Criteria Options for Each Graph Type

Graph Type Show Value Selection Criteria

Bar chart or progressive bar chart

Bar-line chart The category or hierarchy

Line graph The category or hierarchy

The category or hierarchy that is assigned to the bars function.

that is assigned to the bars function

that is assigned to the lines function

Filter a measure option.

Show values of

drop-down list, select an option.

Show values of

Select the measure that is assigned to the bar height function. Then, select an

Select the measure that is assigned to the bar height function or the measure that is assigned to the line height function. Then, select an

Select the measure that is assigned to the measure axis function. Then, select an

tab is not available if the graph is part of a

Filter and Rank

to open the

tab.

selection, specify the criteria for the ﬁlter.

Operator and type a Value.

Pie chart The category or hierarchy

that is assigned to the segments function.

Scatter plot The category or hierarchy

that is assigned to the optional marker group function.

1 Do not include a currency symbol in the Value ﬁeld. In addition, enter values in the number format that is

appropriate for the locale that is set for the browser.

2 If no category or hierarchy is assigned to the marker group function, then you cannot create the ﬁlter.

When you are done, click OK.

7 (Optional) Save the report.

Select the measure that is assigned to the segment size function. Then, select an

Select the measure that is assigned to the vertical axis function or the measure that is assigned to the horizontal axis function. Then, select an

Operator and type a Value.

Changing Data in a Viewed Report Managing Filtering and Ranking in a Graph 69

Note: If the current ﬁltering choices are not acceptable, you can use the Graph Data

dialog box to assign data items to different functions.

Note: For a summary of ﬁltering tips, see “Tips for Filtering and Ranking Tables, Graphs, and Maps” on page 77.

Create a Ranking for a Graph

Note: The synchronized group.

Measure Filter or Rank

To create a ranking for a measure in a graph, complete these steps:

On the graph toolbar, click , and then select Filter and Rank to open the Filter and Rank dialog box.

Click the

Select the

4 In the

Measure Filter or Rank

Rank a measure

Show

ﬁeld, select Top

that you chose.

5 (Optional) Choose one of these options:

To evaluate the data as a percentage, select the percent(%) option, and then enter a value.

Note: This option is not available for relational data sources.

To exclude tied rankings, select the default, if you request the top ﬁve products and there are three products tied for ﬁfth place, then seven products are returned. If you select the option, then only ﬁve products are returned.

6 In the Show values of drop-down list, select an option.

7 Depending on your Show values of selection, specify the criteria for the ranking.

Table 6.6 Ranking Criteria Options for Each Graph Type

tab is not available if the graph is part of a

tab.

option.

Bottom, and then type a value next to the option

Exclude ties option. For example, by

Exclude ties

Graph Type Show values of Selection Based on Values of Criteria

Bar chart or progressive bar chart

Bar-line chart The category or hierarchy that

Line graph The category or hierarchy that

Pie chart The category or hierarchy that

Scatter plot The category or hierarchy that

1 If no category or hierarchy is assigned to the marker group function, then you cannot create the ranking.

The category or hierarchy that is assigned to the bars function.

is assigned to the bars function

is assigned to the lines function

is assigned to the segments function.

is assigned to the optional marker group function.

When you are done, click OK.

Select a measure that is assigned to the bar height function.

Select a measure that is assigned to the bar height function or the measure that is assigned to the line height function.

Select a measure that is assigned to the measure axis function.

Select a measure that is assigned to the segment size function.

Select a measure that is assigned to the vertical axis

function or the measure that is assigned to the horizontal axis function.

70 View Graph Information Chapter 6

9 (Optional) Save the report.

Note: For a ranking example, see “Example 3: Ranking a Bar Chart Based on

Multidimensional Data” on page 210.

Note: If the current ranking choices are not acceptable, you can use the Graph Data

dialog box to assign data items to different functions.

Note: For a summary of ranking tips, see “Tips for Filtering and Ranking Tables,

Graphs, and Maps” on page 77.

Remove a Filter or Ranking from Graph

To remove a ﬁlter or ranking from a graph, complete these steps:

1 On the graph toolbar, click

Filter and Rank dialog box.

Remove category and hierarchy ﬁlters, measure ﬁlter, or ranking as described next:

On the select

On the

Category Filters tab, for each data item that should not be ﬁltered,

No filter

Measure Filter or Rank

as the

, and then select Filter and Rank

Filter type.

tab, select

No measure filter or rank

to open the

3 When you are done, click 4 (Optional) Save the report.

OK.

View Graph Information

To display information about a graph, click

Information dialog box contains the following information:

Data source

This section contains the following information:

Name

This ﬁeld displays the name of the data source that is being used for this graph.

Type

This ﬁeld displays the type of data source (

Multidimensional). The data source type determines which options are

available for building and viewing reports.

Description

This ﬁeld displays a description of the data source, if one is available.

Applied filters

This ﬁeld displays the following information:

The ﬁlters that are applied to the current report section. These ﬁlters affect all of the graphs in this section.

The ﬁlters and the rankings that are applied just to this graph.

The expression that speciﬁes how the ﬁlters and rankings are applied.

on a graph toolbar. The Graph

Relational or

Data item, Physical Name, Description/Expression

For each data item in this graph, this box lists the name of the data item as it

appears in the data source that was prepared by the data source administrator,

the name of the data item in the original data source, and either a description

(standard data items) or an expression (calculated data items).

Note: You can modify report properties so that ﬁlter information is displayed along with the report. For more information, see “Set or Modify Properties for a Viewed Report” on page 99.

Working with Maps

Drill or Expand the Geography Hierarchy in a Map

You can perform these tasks on a map to drill or expand the geography hierarchy:

Click and then click a colored map region (which is a member in the currently displayed geography hierarchy level). The map will be redrawn to display the regions (members) for the next hierarchy level down while keeping the context of the current hierarchy level. The legend on the right side of the map changes to display the values for the expanded region.

Display 6.9 In the Hierarchy Level ’US Regions,’ the Member ’West N. Central’ Has Been Expanded to

Display Values for the ’State’ Hierarchy Level

Changing Data in a Viewed Report Drill or Expand the Geography Hierarchy in a Map 71

Click and then click an expanded region in order to collapse the expanded region.

Click

and then click a colored map region (which is a member in the currently displayed geography hierarchy level). The map will be redrawn to display the regions (members) for the next hierarchy level down. The legend on the right side of the map will change to display the values for drilled region.

Display 6.10 In the Hierarchy Level ’US Regions,’ the Member ’West N. Central’ Has Been Drilled to Display Values for the ’State’ Hierarchy Level

Click to remove the last drill-down action that you performed.

72 Managing Filtering and Ranking in a Map Chapter 6

Managing Filtering and Ranking in a Map

Create a Filter for the Geography Hierarchy in a Map

To create a ﬁlter for the geography hierarchy in a map, complete these steps:

On the map toolbar, click , and then select Filter and Rank to open the Filter and Rank dialog box.

2 Click the Category Filters tab. 3 In the Item, Filter list, select the geography hierarchy. This ﬁeld displays the

geography hierarchy along with any currently active ﬁlters.

In the

Select items in the individually, or you can use the

When you are done, click

(Optional) Save the report.

Create a Measure Filter for a Map

Filter type

drop-down list, select

Select filter values

OK.

Select All

Select category values

list. You can select and deselect items

or Deselect All

buttons.

Note: The

synchronized group.

Measure Filter or Rank

tab is not available if the map is part of a

To create a measure ﬁlter, complete these steps:

On the map toolbar, click

, and then select

Filter and Rank

to open the Filter

and Rank dialog box.

2 Click the Measure Filter or Rank 3 Select the 4 In the 5 Select the 6 Select an Operator. 7 Type a 8 When you are done, click 9 (Optional) Save the report.

Filter a measure

Show values of

Measure that is being used in the map.

Value. (Do not include the currency symbol.)

drop-down list, select the geography hierarchy.

OK.

tab.

option.

Note: For a summary of ﬁltering tips, see “Tips for Filtering and Ranking Tables,

Graphs, and Maps” on page 77.

Create a Ranking for a Map

Note: The

synchronized group.

To create a ranking for the measure used in a map, complete these steps:

1 On the map toolbar, click

and Rank dialog box.

2 Click the Measure Filter or Rank tab. 3 Select the Rank a measure option. 4 In the Show ﬁeld, select Top or Bottom, and then type a value next to the option

that you chose.

5 (Optional) Choose one of these options:

Measure Filter or Rank tab is not available if the map is part of a

, and then select Filter and Rank

to open the Filter

Changing Data in a Viewed Report Zoom and Pan a Map 73

To evaluate the data as a percentage, select the percent(%)

option, and then

enter a value.

To exclude tied rankings, select the

Exclude ties

option. For example, by default, if you request the top ﬁve geographic areas for total revenue and there are three areas tied for ﬁfth place, then seven geographic areas are shown on the map. If you select the

Exclude ties

option, then only ﬁve geographic areas

are shown on the map.

In the

7 Select the

When you are done, click

(Optional) Save the report.

Show values of

Measure

that is being used in the map.

drop-down list, select the geography hierarchy.

OK.

Note: For a summary of ranking tips, see “Tips for Filtering and Ranking Tables,

Graphs, and Maps” on page 77.

Remove a Filter or Ranking from a Map

To remove a ﬁlter or ranking from a map, complete these steps:

On the map toolbar, click

, and then select

and Rank dialog box.

2 Remove the geography hierarchy ﬁlter, measure ﬁlter, or ranking as described next:

On the

No filter.

On the Measure Filter or Rank tab, select No measure filter or rank.

Category Filters tab, select the geography hierarchy, and then select

Filter and Rank to open the Filter

3 When you are done, click OK. 4 (Optional) Save the report.

Change the Measure Used in a Map

To change the measure used for a viewed map, select the new measure in the

drop-down list located in the map legend.

View Information about a Selected Region

To view information about a selected region on a map, complete these steps:

1 On the map toolbar, click , and then click a map region. 2 In the Region Information dialog box, view the details.

In addition to details about the underlying data, such as ﬁeld names and

values, this dialog box displays the name and aggregated value for the measure currently being used.

3 When you are done, click

Close.

Zoom and Pan a Map

In order to focus in on a speciﬁc map area or zoom in or out on a selected region,

click these buttons on the map toolbar.

74 Managing the Data Used for Synchronized Report Sections Chapter 6

Button Action

zooms in on a selected area. Click and drag the mouse pointer to select the area that you want to zoom in on.

zooms out from a point. Click a point on the map to zoom out and center on that point.

moves the map content within the viewing area. Click and drag the map until the viewer shows the area that you want to see.

resets the zoom level to undo any zooming or panning that has been done.

Managing the Data Used for Synchronized Report Sections

About Synchronized Reports

For report sections that use data items from a data source, report objects can be synchronized. Synchronized tables and graphs will share category or hierarchy ﬁlters, sorting (but not prioritizing), drilling, and expanding. Tables, graphs, and maps will share ﬁlters, drilling, and expanding.

Synchronized objects are grouped within a shaded box, and the report is displayed with a data pane that can be used to modify the data selections.

Display 6.11 Example of a Synchronized Report

Changing Data in a Viewed Report Change How Data Items Are Used in Tables and Graphs 75

Display 6.12 Expanded Data Pane for the Synchronized Report Showing the Default Data Item Assignments

Change Which Data Items Are Used for the Section Query

You can use the data pane to change which data items are used in the section query. To change which data items are used, use the arrow buttons to move data items into and out of the

Selected data items

Here are some consequences of removing data items:

If you remove a custom data item, then that data item will no longer be available to use in the report.

If you remove a time hierarchy, then any custom data items that are based on time functions are removed from all objects in the report section.

If you remove the geography hierarchy, then any map in the section will become invalid.

If you remove a category or hierarchy that is being used in a report linking prompt, then the prompt association is removed.

If you remove a measure that is being used with a group break or in a text object, then the measure information is removed from the report section. For example, if you included

Profit with a group break for Product, then the Profit

information would be removed.

After you make a change, click undo changes before you click

Apply, click Clear.

list box.

Apply to see the change reﬂected in the report. To

Note: To expand the data pane, click

. To collapse the data pane, click .

Change How Data Items Are Used in Tables and Graphs

You can use the data pane to change how categories and hierarchies are used in tables and graphs. The only assignment change that you can make that affects maps is to hide the geography hierarchy; however, if you do that, then the map will become invalid.

To change how categories and hierarchies are used in tables and graphs, select an option next to the category or hierarchy name. Here are some guidelines:

Option Table Function Graph Functions

Columns

Rows

Hidden

1 If the report contains only list tables, then the Rows option is disabled.

Columns Bars, pie segments, lines, and markers, and also

as the horizontal matrix

Rows in crosstabulation tables Vertical matrix

None None

76 About Mixed States for Categories and Hierarchies Chapter 6

For tips related to hiding data items, see “Tips for Working with Hidden Data Items”

on page 78.

To use default assignments as determined by SAS Web Report Studio, click After you make a change, click

undo changes before you click

Apply to see the change reﬂected in the report. To

Apply, click

Defaults.

Clear.

Note: To expand the data pane, click

. To collapse the data pane, click

About Mixed States for Categories and Hierarchies

If all tables, graphs, and maps in the report are using a category or hierarchy in the

same way, then the radio button for the assigned option is green. If a category or hierarchy has one assignment in a table, graph, or map and a different assignment in another table, graph, or map, then the options in the data pane reﬂect a mixed state. In a mixed state, all assignments for the category or hierarchy are indicated but the radio buttons contain a gray dash.

As an example, assume that a synchronized report contains one crosstabulation table

and one bar chart, and that the following data assignments exist:

In the crosstabulation table, the categories State and Product Category are

assigned to the columns, and the categories Country and Year are assigned to the

rows.

In the bar chart, the category State is assigned to the bars function, and the

categories Country, Product Category, and Year are hidden.

The data pane would appear like this:

Display 6.13 A Data Pane in a Synchronized Report That Reﬂects a Mixed State

A mixed state can occur when you use individual data dialog boxes to set category or

hierarchy assignments for a table or graph. However, you cannot create a mixed state by selecting radio buttons in the data pane. In the previous example, if you select the

Rows

option for Product Category, the Hidden option is cleared and the Rows option becomes green. If you click

Apply, the bar chart will use Product Category as the vertical matrix.

Changing Data in a Viewed Report Filter Application 77

Tips for Filtering and Ranking Tables, Graphs, and Maps

Here are some tips for ﬁltering and ranking tables, graphs, and maps:

Filter Creation

If you are ﬁltering on unformatted values, then you must enter values that match the casing of the values in the data source. If you select the

formatted values

does not return any results, then try using a different casing.

When ﬁltering dates, times, and timestamps in tables and graphs, you have the option to specify time periods such as days, weeks, months, and years. When SAS Web Report Studio counts by these time periods, it treats each period as a unit and begins counting from the beginning of the speciﬁed period type in which the current date falls. For example, if you use Report Studio counts the speciﬁed number of whole months from the current month, regardless of where the current date falls within the current month.

Here are two examples that illustrate how time periods are counted in this type

of ﬁlter.

Today is December 20, 2005, and you want to ﬁlter a table so that it includes sales that were posted before three months ago. If you use type, the table will include data from sales that were posted prior to September 1, 2005. This is because SAS Web Report Studio counts back three whole months from the current month and returns data before the ﬁrst day of that month. In order to ﬁlter the table so that it includes sales that were posted prior to 90 days before December 20, 2005, use days, the table will include sales that were posted prior to September 21, 2005.

Today is December 20, 2005, and you want to ﬁlter a graph so that it includes employees who were born before 10 years ago. If you use type, the graph will include employees who were born prior to January 1, 1995. This is because SAS Web Report Studio counts back 10 whole years from the current year and returns data before the ﬁrst day of that year. In order to ﬁlter the graph so that it includes employees who were born prior to 3650 days (365 *

10) before December 20, 2005, use days, the graph will include employees who were born prior to December 23,

1995.

option, then you must enter the formatted values. If the ﬁlter

Months as the period type, SAS Web

Days as the period type. If you specify 90

Days as the period type. If you specify 3650

Filter on

Months as the period

Years as the period

Filter Application

Category and hierarchy ﬁlters are applied before rankings and measure ﬁlters.

When you are creating time or date ﬁlters, the ﬁlter is relative to the time that the section query is generated, not to the time that the ﬁlter is imposed on the table or graph.

78 Filter Restrictions Chapter 6

Filter Restrictions

You cannot create measure ﬁlters or rankings if the report section is synchronized.

You cannot create ﬁlters that use categories and hierarchies that are assigned to

group breaks.

You cannot ﬁlter on percent of total values.

You cannot create a percentage ranking for relational data.

For relational data sources, the availability of the

Select category values

type is controlled by your data administrator.

For scatter plots, you cannot create a measure ﬁlter or ranking if there is no

category or hierarchy assigned to the optional marker group function.

Consequences of Changing Data

Here are some ﬁltering consequences of moving data items to different functions in

a crosstabulation table:

If you add or hide a category or hierarchy column, then any row ﬁlters and rankings that are based on a column measure are removed. Filters are not affected by adding or hiding measures.

If you add or hide a category or hierarchy row, then any column ﬁlters and rankings that are based on a row measure are removed. Filters are not affected by adding or hiding measures.

For crosstabulation tables, if you add a percent of total column or remove a

percent of total column, then any row ﬁlters and rankings that are based on a

column measure are removed.

ﬁlter

Tips for Working with Hidden Data Items

Here are some tips related to assigning data items to the

Table Data dialog box, the Graph Data dialog box, the Map Data dialog box, and in the data pane of a synchronized report.

Most data items that are hidden can be used in ﬁlters and rankings. However, a

crosstabulation table measure ﬁlter or ranking that is based on a category or

hierarchy that is located on the outermost column or the outermost row is removed

if the category or hierarchy is hidden. This is because the ﬁlter or ranking is tied

to the location of the data item. If the data item is removed from that location,

then the ﬁlter or ranking is also removed.

Data items that are selected for group breaks are automatically hidden. You

cannot assign the data items to different functions.

If you hide the geography hierarchy in a report section that contains a map, then

the map will become invalid.

Hidden function in the

Changing Data in a Viewed Report Tips for Working with Hidden Data Items 79

If you hide a category that is being used in a report linking prompt, then the prompt association is removed.

If you hide a data item that is being used in a conditional highlighting rule, then the conditional highlighting rule is removed from the table or graph.

If you hide a time hierarchy, then any custom data items that are based on relative time are also hidden.

If you hide a data item that is being used in a sort, then the list table or graph is resorted but the sorting information is saved with the data item. Here are some additional details:

If the hidden data item was the only sorted column, then the list table or graph is resorted to use its defaults as determined by the underlying data source. If you reassign the hidden data item to a function in the table or graph, the sort will be restored.

For list tables, if the hidden data item is, for example, the ﬁrst out of three sorted columns, then the table is resorted so that the second sorted data item becomes the ﬁrst priority and the third sorted data item becomes the second priority. If you reassign the ﬁrst sorted data item to the

Columns function, then

the reassigned data item becomes the third priority in the sort.

You cannot hide a category that is being used in a percent of total calculation.

CHAPTER

Changing the Presentation of a Viewed Report

Overview of Changing the Presentation of a Viewed Report Working with Tables

Managing Conditional Highlighting for Table Values

About Conditional Highlighting for Multidimensional Data Add Conditional Highlighting to Table Values Modify Conditional Highlighting for Table Values 84 Remove Conditional Highlighting from Table Values

Managing Sorting for Tables

Sort Data in a Table Specify a Sort and a Sorting Priority in a List Table

Moving Columns and Rows in Tables

Move a Category or Hierarchy Level from a Column to a Row or from a Row to a

Column Move a Table Column to the Left or Right 85 Move Measures from Rows to Columns or from Columns to Rows 85 Move a Row Up or Down 86 Rotate a Crosstabulation Table 86

Set Properties for a Table 86

Working with Graphs 88

Managing Conditional Highlighting for Graph Values 88

Add Conditional Highlighting to Graph Values 88 Modify Conditional Highlighting for Graph Values 89 Remove Conditional Highlighting from Graph Values 89

Managing Sorting for Graphs 90

Sort Ascending or Descending 90 Sort by Measure Values 90

Managing Properties for Graphs 91

Set Properties for a Bar Chart 91 Set Properties for a Bar-Line Chart 93 Set Properties for a Line Graph 94 Set Properties for a Pie Chart 95 Set Properties for a Progressive Bar Chart 96 Set Properties for a Scatter Plot 97

Set Properties for a Map 98 Set or Modify Properties for a Viewed Report 99

82 Overview of Changing the Presentation of a Viewed Report Chapter 7

Overview of Changing the Presentation of a Viewed Report

In each report section that contains query results from a data source, you can use the View Report view to make changes to the default presentation. Here are some of the changes that you can make:

add or modify conditional highlighting

sort

move columns and rows in tables

change table, graph, and map properties such as size and colors

hide or display ﬁlter information

change the report style

Note: If the report was saved as manually refreshed, then you must refresh the report in order to make changes.

Note: For more information about the View Report view, see “About the View Report View” on page 27.

Note: Only authorized users can save changes to reports. If you have questions about your authorization, contact your system administrator.

Working with Tables

Managing Conditional Highlighting for Table Values

About Conditional Highlighting for Multidimensional Data

In general, there are two types of rules that you can create:

Rules that compare a measure to a ﬁxed value. For example, you might create a rule for Sales > 1000.

Rules that compare one measure value relative to another measure value. For example, you might create a rule for Sales > Budget.

SAS Web Report Studio processes these rules in the following ways:

For the ﬁrst type of rule, the condition is applied at the current level of the data source. For example, if you drill down into the data and then specify conditional highlighting, then the condition applies to the level that is currently displayed.

For the second type of rule, the condition is applied at all levels of the data source, regardless of the current level.

Add Conditional Highlighting to Table Values

To specify conditional highlighting for values in a table, complete these steps:

1 On the table toolbar, click , and then select Conditional Highlighting to

open the Conditional Highlighting dialog box.

2 Click New.

Three tabs appear in the Conditional Highlighting dialog box:

and Font

Rules, Color

, and Image and Text.

Changing the Presentation of a Viewed Report Managing Conditional Highlighting for Table Values 83

3 On the Rules

a Select a b

Select the

In the you selected

value

tab, complete these steps:

Measure.

Condition

Value ﬁeld, type in a value or select a measure in the drop-down list. If

Is between

. If you select

that you want the selected measure to match.

as the condition, then type a

Is missing value

as the condition, then this ﬁeld is

Min value

and Max

unavailable.

Note: If you are creating a condition for percentages, you must enter the conditional value as a decimal number. For example, if you want to ﬁlter for values above 50%, enter

(Optional) On the

Color and Font

as the conditional value.

tab, complete these steps to change the default

settings:

Select a

Fill color

that you want to use to highlight values that meet the

speciﬁed condition.

Select the

Font, including the font size and font color, that you want to use to

highlight values that meet the speciﬁed condition.

Select the

Font style

that you want to use to highlight values that meet the

speciﬁed condition.

5 (Optional) On the

Select the Highlight by adding an image or text

b Indicate whether you want to

Image and Text

Add an

tab, complete these steps:

option.

Image or Text

when the speciﬁed

conditions are met.

c Specify a Position

for the image or text. Indicate whether you want the image or text to appear to the right or left of each cell that contains a value that meets the condition, or in place of the value.

d If you are using an image, select the

Image

that you want to use to highlight

values that meet the speciﬁed condition.

If you are using text, type the text into the

Text

ﬁeld, and then enter

font style information.

6 To hide the tabs, click 7 To close the Conditional Highlighting dialog box, click 8 (Optional) Save the report.

OK.

Font and

Display 7.1 Revenue Values That Are Greater Than $12,000 Are Highlighted

Note: Highlighting conditions are evaluated based on raw values. The use of raw values affects how conditions are applied to rounded values. For example, in your table, you have formatted product prices so that they are rounded up or down. The actual cost of a pair of Eclipse running shoes is $49.65. In the table, the $49.65 price is rounded up

84 Managing Sorting for Tables Chapter 7

to $50. If you specify that you want to highlight all products that cost less than $50, the Eclipse running shoes are highlighted because their actual price is less than $50.

Modify Conditional Highlighting for Table Values

To modify conditional highlighting for values in a table, complete these steps:

On the table toolbar, click , and then select Conditional Highlighting to

open the Conditional Highlighting dialog box.

2 In the Rules list, select a rule. 3 Click Edit. 4 Make your changes on the Rule tab, the Color and Font tab, and the Image and

Text

tab, and then click

Note: For information about using the tabs, see “Add Conditional Highlighting to

Table Values” on page 82.

To hide the tabs, click

6 To close the Conditional Highlighting dialog box, click

(Optional) Save the report.

OK.

Remove Conditional Highlighting from Table Values

To remove conditional highlighting from table values, complete these steps:

1 On the table toolbar, click

, and then select

Conditional Highlighting

open the Conditional Highlighting dialog box.

2 In the

Click Delete.

4 In the conﬁrmation message box that appears, click 5 When you are done, click 6 (Optional) Save the report.

Rules list, select a rule.

OK to delete the rule.

OK.

Managing Sorting for Tables

Sort Data in a Table

To sort individual columns in a table, complete these steps:

1 Click the heading of the column that you want to sort, and then select

Ascending

2 (Optional) Save the report.

or Sort Descending

For list tables, when you use this method to sort columns, the sort priority is in

reverse selection order. For example, if you select Order Year descending, then Product

Name ascending, and then Country ascending, the priority will be Country, then Product Name, then Order Year.

Sort

Specify a Sort and a Sorting Priority in a List Table

Another way to specify a sort and a sorting priority for columns a list table is to use

the Sort dialog box. Complete these steps:

On the list table toolbar, click

, and then select Sort to open the Sort dialog box.

Changing the Presentation of a Viewed Report Moving Columns and Rows in Tables 85

Note: The Sort

option is not available for list tables that are in a synchronized

group.

Select a column in the drop-down list to specify the initial sort, and then choose to sort in

3 To sort additional columns in order of priority, select each column in the

ﬁeld. There will be one

4 When you are done, click

5 (Optional) Save the report.

Ascending

Descending order.

Then by

OK.

ﬁeld for each column in the table.

Then by

Moving Columns and Rows in Tables

Move a Category or Hierarchy Level from a Column to a Row or from a Row to a Column

In a crosstabulation table, to move a category or hierarchy level column to a row or a row to a column, complete these steps:

1 Click a category or hierarchy level heading in the table, and then select

<column name> to Rows

or Move

<row name> to Columns

The table is redisplayed with the row or column moved into its new position.

2 (Optional) Save the report.

Move

Note: You also can use the Table Data dialog box to move data items (see “Specifying How Data Items Are Used in Tables” on page 49).

Move a Table Column to the Left or Right

To move a table column to the left or right, complete these steps:

Click the heading of the column that you want to move, and then select

Left or Move

<column name> Right.

Move

The table is redisplayed with the column moved into the position that you

speciﬁed.

Note: Sometimes a move to the left or right is not valid, depending on the current location of the column.

2 (Optional) Save the report.

Move Measures from Rows to Columns or from Columns to Rows

In a crosstabulation table, measures that are not hidden must be either all on the rows or all on the columns. To move measures from rows to columns or from columns to rows, complete these steps:

Click a measure heading in the table, and then select

Move Measures to Columns.

The table is redisplayed with the measures moved into their new position.

2 (Optional) Save the report.

Move Measures to Rows

Note: You also can use the Table Data dialog box to move data items (see “Specifying How Data Items Are Used in Tables” on page 49).

86 Set Properties for a Table Chapter 7

Move a Row Up or Down

In a crosstabulation table that has more than one row, to move a speciﬁc row up or

down, complete these steps:

Click a row heading in the table, and select

name>

Down.

The table is redisplayed with the row moved into its new position.

(Optional) Save the report.

Rotate a Crosstabulation Table

To rotate a crosstabulation table so that the columns are moved to the rows and the

rows are moved to the columns, complete these steps:

Click a row or column heading in the table, and then select

2 (Optional) Save the report.

Note: You also can use the Table Data dialog box to move data items (see

“Specifying How Data Items Are Used in Tables” on page 49).

Display 7.2 Before Rotation: The Measures and the Category Gender Are on the Columns

Move <row name>

Rotate Table

or Move

<row

Display 7.3 After Rotation: The Measures and the Category Gender Are on the Rows

Set Properties for a Table

To set the properties for a table, complete these steps:

1 On the table toolbar, click to open the Table Properties dialog box. 2 Conﬁrm or select the Table type. Your choices are List or Crosstab. If your

data source is multidimensional, then you must choose

Crosstab.

Changing the Presentation of a Viewed Report Set Properties for a Table 87

Note: A crosstabulation table requires at least one category or hierarchy and one

measure.

Note: Not all data items are supported in crosstabulation tables that are based on relational data. For example, if you change a list table to a crosstabulation table, then any measures that use the distinct aggregation type are removed. That is, they will not appear in the Table Data dialog box.

On the

General

If you want a

tab, complete these steps:

Title to appear above the table, type the text, and then set the

font, font size, font style, alignment, and color. You cannot use these characters:

<>&#

Select one of these options for displaying columns in the table:

Show all columns (up to system limit)

Select this option to display all columns in the table, up to the system limit (which is managed by your system administrator). If necessary, the table will scroll to the right.

Limit the number of columns displayed at once

Select this option and type a value in the box to specify the number of columns that you want to view before scrolling is enabled.

Note: If you type a value that is the same as the current system limit,

then, when you reopen this dialog box, the

system limit)

Set a fixed table width

option will still be selected.

Show all columns (up to

Select this option to specify a minimum ﬁxed size in pixels for the table.

Note: In the View Report view, you also can use your mouse to manually resize table columns.

c Select one of these options for displaying rows in the table:

Show all rows (up to system limit)

Select this option to display all rows in the table, up to the system limit (which is managed by your system administrator). If necessary, the table will scroll down.

Limit the number of rows displayed at once

Select this option and type a value in the box to specify the number of rows that you want to view before scrolling is enabled.

Note: If you type a value that is the same as the current system limit,

then, when you reopen this dialog box, the

limit)

d Select a

4 On the

a Select style properties for the

option will still be selected.

Border color for the table.

Text tab, complete these steps:

Headings in the table. (Headings are the

Show all rows (up to system

category, hierarchy level, and measure labels, for example, Year, Sales.) You can set font, font size, color, and alignment. You also can select a

Background fill

for the heading cell.

b Select style properties for the Subheadings in the table. (Subheadings are the

values, for example, 2000, 2001 might be values for a Year category.) You can set font, font size, color, and alignment. You also can select a

Background fill

for the subheading cell.

Note: This option is not available for list tables.

88 Working with Graphs Chapter 7

c Select style properties for the Cells

color. You also can select a

On the

Total tab, complete these steps:

Select a font, font size, style, and color for

Background fill

color for the cells that contain the total values.

Select a font, font size, style, and color for

Background fill

color for the cells that contain the subtotal values.

Background fill

in the table. You can set font, font size, and

for the cells.

Totals. You also can select a

Subtotals. You also can select a

Note: This option is not available for list tables.

Note: Any user can choose to show or hide totals (see “Show or Hide Totals in a

Table” on page 58).

(Optional) If the report section has more than one table, select the

formatting to existing tables in the section

option to apply the following

Apply

settings to all of the tables:

total and subtotal style settings

heading, subheading, and cell style settings

title style settings and border color

7 When you are done, click 8 (Optional) Save the report.

OK.

Working with Graphs

Managing Conditional Highlighting for Graph Values

Add Conditional Highlighting to Graph Values

To specify conditional highlighting for values in a graph, complete these steps:

1 On the graph toolbar, click

open the Conditional Highlighting dialog box.

2 Select a Measure. 3 Select the Condition that you want the selected measure to match. 4 In the Value ﬁeld, type in a value or select a measure in the drop-down list. If you

selected

you select

Note: If you are creating a condition for percentages, you must enter the

conditional value as a decimal number. For example, if you want to ﬁlter for

values above 50%, enter

5 When you are done, click OK. 6 (Optional) Save the report.

, and then select Conditional Highlighting to

Is between as the condition, then type a Min value and Max value.If

Is missing value as the condition, then this ﬁeld is unavailable.

.5 as the conditional value.

Changing the Presentation of a Viewed Report Managing Conditional Highlighting for Graph Values 89

Display 7.4 Product Groups with Revenues That Are Greater Than $1 Million Are Highlighted

Note: Highlighting conditions are evaluated based on raw values. The use of raw values affects how conditions are applied to rounded values. For example, in your graph, you have formatted product prices so that they are rounded up or down. The actual cost of a pair of Eclipse running shoes is $49.65. In the graph, the $49.65 price is rounded up to $50. If you specify that you want to highlight all products that cost less than $50, the Eclipse running shoes are highlighted because their actual price is less than $50.

Modify Conditional Highlighting for Graph Values

To modify conditional highlighting for values in a graph, complete these steps:

1 On the graph toolbar, click

, and then select Conditional Highlighting to

open the Conditional Highlighting dialog box.

Make your changes.

Note: For information about using the Conditional Highlighting dialog box, see “Add Conditional Highlighting to Graph Values” on page 88

3 When you are done, click

(Optional) Save the report.

OK.

Remove Conditional Highlighting from Graph Values

To remove conditional highlighting from graph values, complete these steps:

1 On the graph toolbar, click , and then select Conditional Highlighting to

open the Conditional Highlighting dialog box.

2 Click Clear.

3 When you are done, click OK.

4 (Optional) Save the report.

90 Managing Sorting for Graphs Chapter 7

Managing Sorting for Graphs

Sort Ascending or Descending

Click the name of a category or hierarchy level in a graph, and then select either

Sort Ascending

If you are authorized, you can save the sort.

Sort by Measure Values

Click the name of a category or hierarchy level in the graph in order to sort the

category or hierarchy level by the values of the measure used in the graph. If the graph has more than one measure, you can choose which one to sort by.

For scatter plots, you also can sort the measure that is assigned to the horizontal

axis by the values of the measure that is assigned to the vertical axis.

If you are authorized, you can save the sort.

Display 7.5 Before Sorting: A Bar Chart with the Sort Menu Expanded for the Continent Category

Sort Descending

Sas Web Report Studio User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

What’s New

Overview

more control over report creation

Improved Layout Design

New Group Break Features

Improved Scheduling

More Control over Formatting Viewed Reports

New Filtering Capabilities for Tables, Graphs, and Maps

Ability to Distribute Reports via E-mail

Ability to Insert Geographical Maps

Introduction

Introduction to SAS Web Report Studio

What Is SAS Web Report Studio?

Overview

Report Creation Tasks

Report Presentation Tasks

Report Management Tasks

Log On to SAS Web Report Studio

Log Off of SAS Web Report Studio

About the SAS Web Report Studio User Interface

Set SAS Web Report Studio Preferences

Integration with Other SAS Reporting Products

Get Help on SAS Web Report Studio

The Primary SAS Web Report Studio Menus

Report Menu

Help Menu

How Do I? Menu

Tasks That Require Authorization

About This Documentation

Understanding the Reporting Elements

Overview of the Reporting Elements

About Relational and Multidimensional Data Sources

About Standard Data Items

About Custom Data Items

About Stored Processes

About Graphs

About Bar Charts

About Bar-Line Charts

About Line Graphs

About Pie Charts

About Progressive Bar Charts

About Scatter Plots

About Group Breaks

About Images

About Maps

About Tables

About Crosstabulation Tables

About List Tables

About Text Objects

Understanding the Report Views

Overview of the Report Views

About the View Report View

What Users Can Do in the View Report View

The View Report View Interface

How to Access the View Report View

About the Edit Report View

What Users Can Do in the Edit Report View

The Edit Report View Interface

How to Access the Edit Report View

Understanding the Report Types

Overview of the Report Types

About Saved Reports

About Direct Stored Process Output

About Quick Reports

About Manually Refreshed Reports

Working With Viewed Reports

Viewing Reports and Running Stored Processes

Overview of Viewing Reports and Running Stored Processes

View a Saved Report

Run a Stored Process

View a Quick Report

Tips for Responding to Prompts

Tips for Searching for Reports and Stored Processes

Changing Data in a Viewed Report

Overview of Changing Data in a Viewed Report